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Brandon Christian Shaw

Tyler Wealth Management, LLC

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About Brandon Christian Shaw

Brandon Shaw is a financial advisor at Tyler Wealth Management, LLC. Brandon has been in the industry since 2014 and has experience in various financial services roles. Brandon is licensed in Colorado and holds Series 6, 7, 63, and 66 securities licenses as well as the SIE designation.

Firm Information

Brandon Shaw is currently registered with Tyler Wealth Management, LLC. Tyler Wealth Management, LLC is an investment advisory firm that provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has 7 licensed agents, 10 investment adviser representatives, and manages approximately $16.95 million in regulatory assets.

$16.95M

Assets Under Management

1

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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Brandon Shaw’s Registration & Firm History

CO

03/27/2020 - Present

Tyler Wealth Management, LLC (Colorado Springs CO)

CO

07/31/2019 - 11/25/2019

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

CO

09/20/2016 - 10/04/2018

EDWARD JONES (COLORADO SPRINGS CO)

CO

07/10/2014 - 08/05/2016

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 10/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/10/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Christian Shaw.
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