Unclaimed
Tyler David Lambrecht is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Tyler is licensed to provide financial advice in Utah, Texas, and several other states. Tyler has been in the financial industry since February 2002. Tyler is registered as a registered representative (Series 7), a general securities principal (Series 24), and has also passed the Uniform Combined State Law Examination (Series 66). Prior to joining Wells Fargo Advisors Financial Network, LLC, Tyler has worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and A.G. Edwards & Sons, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
08/29/2012 - Present
Wells Fargo Advisors Financial Network, LLC (SALT LAKE CITY UT)
UT
06/01/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (SALT LAKE CITY UT)
UT
09/20/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SALT LAKE CITY UT)
UT
02/08/2002 - 09/26/2007
A. G. EDWARDS & SONS, INC. (SALT LAKE CITY UT)
BOTH
Issued 03/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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