Tyler Vanderbeek, financial advisor Logan UT
103 score

Tyler Vanderbeek

CRD Number: 5311989
Current Firm: Keystone Wealth Advisors
Compensation Model: Both

Tyler began his financial career in 2002 when he began working together with his father concentrating on educating the community regarding investing and financial services. Along with working fulltime, he spent the next 2.5 years studying with The American College and successfully earned the nationally recognized designation of Certified Financial PlannerTM. This has allowed Tyler to pursue his career in helping people with greater expertise.

Tyler’s investing career began by learning the hard way, losing precious capital. He found a mentor to teach him how the markets work and the strategies began from there. He has extensive knowledge in developing strategies and also utilizing options.

Tyler enjoys spending time with his wife Laura and their two children. Tyler also enjoys snow skiing, mountain biking, photography, hiking, camping, and movie nights.

CONTACT
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Professional Designations
Company Name Location Dates Years
Keystone Wealth Advisors, LLC Logan, UT Jun 2011 - Current 5
Linsco Private Ledger Logan, UT Dec 2007 - Jun 2011 3
Self Employed Logan, UT Jan 2002 - Dec 2007 5
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jan 2008
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Tyler Vanderbeek
By the Numbers
  • Total Assets Under Management
    127
    MILLIONS
  • Total Number of Accounts
    1,250
    ACCOUNTS
  • Average Account Value
    $101,600
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, UT

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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