Tyler Lietz (CRD# 7127114) is an Investment Advisor Representative working at Edward Jones in Chandler, AZ and has over 5 years of experience in the finance industry.
CRD# 2293433
Stonecrest Wealth Management, Inc.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Jun 2019 - Current | 5 |
Nau Student Unions And Activities | Flagstaff, AZ | Aug 2018 - May 2019 | < 1 |
Northern Arizona University | Flagstaff, AZ | Aug 2015 - May 2019 | 3 |
Toyota Financial Services | Chandler, AZ | May 2018 - Aug 2018 | < 1 |
Toyota Financial Services | Chandler, AZ | May 2016 - Aug 2016 | < 1 |
Peak Mortgage | Chandler, AZ | Jan 2014 - Jul 2015 | 1 |
Full Time Student | Chandler, AZ | Jul 2003 - May 2015 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- AZ
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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