Keystone Wealth Advisors
Keystone Wealth Advisors (CRD# 158234) is a financial advisory firm headquartered in Logan, UT. They manage $127,000,000 in 1,250 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management127MILLION
Total Number of Accounts1,250ACCOUNTS
Average Account Value$101,600
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
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.
Jason Nelson (CRD# 4250838) is an Investment Advisor Representative working at Keystone Wealth Advisors in Logan, UT and has over 16 years of experience in the finance industry.
James Vanderbeek (CRD# 1485860) is an Investment Advisor Representative working at Keystone Wealth Advisors in Logan, UT and has over 31 years of experience in the finance industry.
Gordon Nelson (CRD# 2982767) is an Investment Advisor Representative working at Keystone Wealth Advisors in Logan, UT and has over 19 years of experience in the finance industry.