Tyler Bakkensen, financial advisor Dundee OR
89 score

Tyler Bakkensen

CRD Number: 6255886
Current Firm: Edward Jones

Tyler Bakkensen (CRD# 6255886) is an Investment Advisor Representative working at Edward Jones in Dundee, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO May 2016 - Current < 1
Terra Staffing Group Everett, WA Dec 2015 - May 2016 < 1
Park Avenue Securities Bothell, WA Oct 2015 - Feb 2016 < 1
Guardian Life Ins Bothell, WA Sep 2015 - Feb 2016 < 1
Sound Financial Group Bothell, WA Sep 2015 - Dec 2015 < 1
Edward Jones St Louis, MO Oct 2013 - Sep 2015 1
Army National Guard Lynnwood, WA Jun 2009 - May 2014 4
Sterling Life Insurance Company Bellingham, WA Feb 2009 - May 2009 < 1
T-mobile Bellingham, WA Sep 2007 - Jan 2009 1
Sterling Life Insurance Company Bellingham, WA Apr 2006 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Tyler D. Bakkensen
Phone Number: 314-515-2000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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

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

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BADGES
89

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