Tyler Olson (CRD# 4273188) is an Investment Advisor Representative working at Ascend Investment Management, LLC in Pleasant Grove, UT and has over 9 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascend Investment Management, LLC | Salt Lake City, UT | May 2020 - Current | 3 |
| Ascend Life Insurance, LLC | Salt Lake City, UT | Feb 2020 - Current | 4 |
| Lone Peak Advisers, Inc. | Draper, UT | Jun 2018 - Feb 2020 | 1 |
| Legacy Planning Group, Inc. | Draper, UT | Dec 2017 - Aug 2018 | < 1 |
| H. Beck, Inc. | Draper, UT | Dec 2017 - Jun 2018 | < 1 |
| Transamerica Financial Advisors, Inc. | American Fork, UT | Jun 2013 - Dec 2017 | 4 |
| World Financial Group, Inc. | American Fork, UT | Jul 2011 - Dec 2017 | 6 |
| Papa Johns | West Jordan, UT | Dec 2014 - Jun 2015 | < 1 |
| Sprinkler Supply Co | West Jordan, UT | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- UT
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Total Assets Under Management2MILLIONS
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Total Number of Accounts27ACCOUNTS
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Average Account Value$56,843
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
UT
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