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  2. www.ibj.com › articles › indianapolis-financial-advisor-teamIndianapolis financial advisory team leaves Stifel for Sanctuary...

    Mar 14, 2024 · On Friday, Sanctuary Wealth announced that the longtime Tanner Wealth Management Group—led by 57-year industry veteran L. Gene Tanner and based at 8900 Keystone Crossing in Indianapolis—was...

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    • Indianapolis investment adviser Gene Tanner in it for the long haul ...
    • Humble Camp. Gene Tanner and His Dog, Sergeant. Tomball, Texas | Amon ...
    • Life Groups - Part 1 | Pastor Gene Tanner | May 30, 2021 - YouTube
    • The Story of the Iditarod - Granite | Pastor Gene Tanner | January 17 ...

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  4. www.wealthmanagement.com › ria-news › sanctuary-adds-1bSanctuary Adds $1B Breakaway from Stifel | Wealth Management

    Mar 8, 2024 · M&K Legacy Wealth, formerly the Tanner Wealth Management Group, has joined Sanctuary’s “partnered independence” model, bringing over $1 billion in client assets from Stifel. The team is led by...

  5. wealthsolutionsreport.com › 2024/03/12 › 1-billion-stifel$1 Billion Stifel Breakaway Team Launches With Sanctuary

    Mar 12, 2024 · L. Gene Tanner, a wealth advisor with six decades of experience, is part of M&K Legacy Wealth, a $1 billion Stifel breakaway team that launched with Sanctuary Wealth in March 2024. Sanctuary is a network of independent advisory firms with $30 billion in assets under advisement.

  6. www.advisorhub.com › billion-dollar-stifel-team-jumps-toBillion-Dollar Stifel Team Jumps to Sanctuary in Indiana

    Mar 8, 2024 · L. Gene Tanner (middle) has opted to stay with Stifel after Chad R. Keller (left) and John Cody “J.” Miller joined Sanctuary.

  7. www.advisorhub.com › u-turn-stifel-woos-back-duo-fromU-Turn: Stifel Woos Back Duo from Billion-Dollar Team That Left...

    Mar 11, 2024 · L. Gene Tanner (middle) has opted to stay with Stifel after Chad R. Keller (left) and John Cody “J.” Miller joined Sanctuary.

  8. www.morningstar.com › news › pr-newswireM&K Legacy Wealth Brings $1 Billion in Client Assets to Sanctuary...

    Mar 8, 2024 · Founders and Managing Partners J. Miller, APMA and Chad Keller, CFA, AIF are joined by six-decade industry veteran L. Gene Tanner in launching their new independent firm.

  9. www.businesswire.com › news › homeIndianapolis Team Leaves Stifel to Create M&K Legacy Wealth – a...

    Mar 11, 2024 · M&K will be led by Founders, J. Miller, APMA™ and Chad Keller, CFA®, AIF®, L. Gene Tanner and a team of professionals who have decades of experience helping families achieve their goals and ...