Tyler Whalen, financial advisor Lone Tree CO
93 score

Tyler Whalen

CRD Number: 5480484
Current Firm: Wells Fargo Advisors, LLC

Tyler Whalen (CRD# 5480484) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Lone Tree, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Lone Tree, CO Jan 2011 - Current 5
University Of Colorado Denver, CO Aug 2005 - Aug 2012 7
Wells Fargo Investments, LLC Colorado Springs, CO Mar 2008 - Jan 2011 2
Wells Fargo Bank Colorado Springs, CO Jan 2007 - Jan 2011 4
Cracker Barrel Old Country Store Northglenn, CO May 2003 - Feb 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Tyler P. Whalen
Phone Number: 314-875-3000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
93
Clean Record
This advisor has a clean track record with regulators.

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