Tyler began his financial career in 2002 when he began working together with his father concentrating on educating the community regarding investing and financial services. Along with working fulltime, he spent the next 2.5 years studying with The American College and successfully earned the nationally recognized designation of Certified Financial PlannerTM. This has allowed Tyler to pursue his career in helping people with greater expertise.
Tyler’s investing career began by learning the hard way, losing precious capital. He found a mentor to teach him how the markets work and the strategies began from there. He has extensive knowledge in developing strategies and also utilizing options.
Tyler enjoys spending time with his wife Laura and their two children. Tyler also enjoys snow skiing, mountain biking, photography, hiking, camping, and movie nights.
CRD# 2003860
Transamerica Financial Advisors, Inc.
CRD# 4400405
Edward Jones
CRD# 4771557
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Connect Financial, LLC | Logan, UT | Jun 2022 - Current | 1 |
Beeks Inc. | Providence, UT | Sep 2002 - Current | 21 |
Keystone Wealth Advisors, LLC | Logan, UT | Jun 2011 - Oct 2022 | 11 |
Keystone Properties Holdings, LLC | Hyrum, UT | Jan 2021 - Apr 2022 | 1 |
Vancor Inc. | Hyrum, UT | Dec 2007 - Apr 2022 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- UT
-
Total Assets Under Management57MILLIONS
-
Total Number of Accounts759ACCOUNTS
-
Average Account Value$74,916
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
ID, UT
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