Tyler Cottle, financial advisor Omaha NE

Tyler Cottle

CRD Number: 7142766
Current Firm: Iams Wealth Management, LLC

Tyler Cottle (CRD# 7142766) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 4 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Security Benefits Center Grand Rapids, MI May 2015 - Current 8
Grand Valley State University Grand Rapids, MI Aug 2013 - Apr 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Tyler Cottle
Phone Number: (888)255-7670
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • Total Number of Accounts
    1,652
    ACCOUNTS
  • Average Account Value
    $129,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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