Tyler Verst (CRD# 7844143) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Covington, KY and has 1 year of experience in the finance industry.
CRD# 6225581
Touchstone Advisors Inc.
CRD# 6708205
Total Wealth Planning, LLC
CRD# 5543272
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Journey Advisory Group | Covington, KY | Nov 2023 - Current | < 1 |
| Great American Insurance Company | Cincinnati, OH | Nov 2021 - Nov 2023 | 2 |
| American Financial Group | Cincinnati, OH | Nov 2017 - Nov 2021 | 4 |
| General Cable Corporation | Highland Heights, KY | Jun 2013 - Nov 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- KY
-
Total Assets Under Management1,016MILLIONS
-
Total Number of Accounts1,692ACCOUNTS
-
Average Account Value$600,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, FL, IN, KY, NH, OH, TX, WA
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