TV
CFP
TV
CFP

Tyler Jay Vanderbeek

17 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningInsurance PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
496 clients
Average Client Portfolio
$118K average
Assets Under Management
$58.6M

Fee Structure

Minimum Investment:None
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Location

Providence, UT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tyler is the owner of Beeks Inc. and the owner and investment adviser representative of Connect Financial, LLC, a registered investment advisor firm, dedicating nearly full-time hours to Connect Financial.

Employment History
Current Registrations
Connect Financial Advisors
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Keystone Wealth Advisors
September 2011 - October 2022 · 11 yrs 1 mo
LPL Financial LLC
March 2008 - June 2011 · 3 yrs 3 mos
State Registrations3 states
CAIDUT
Advisor
Exams
No exam information available for this advisor.