Tyler Kaluza (CRD# 6166872) is an Investment Advisor Representative working at Becker Capital Management, Inc. in Portland, OR and has over 10 years of experience in the finance industry. Tyler Kaluza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Becker Capital Management, Inc. | Portland, OR | May 2019 - Current | 4 |
| Cornerstone Advisors, Inc. | Bellevue, WA | Jun 2014 - May 2019 | 4 |
| Blackrock Investments, LLC | San Francisco, CA | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- OR
- WA
-
Total Assets Under Management4,614MILLIONS
-
Total Number of Accounts1,893ACCOUNTS
-
Average Account Value$2,437,283
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, IL, NM, NV, NY, OH, OK, OR, TX, WA
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