Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Bartley is a financial advisor with Kovitz Investment Group Partners, LLC. Tyler has been in the industry since 2021 and has a strong background in financial services. Tyler holds several licenses, including Series 7, Series 66, and Series 24. Tyler specializes in providing financial planning, portfolio management, and insurance solutions to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
01/21/2025 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
IL
07/22/2021 - 08/24/2021
E*TRADE SECURITIES LLC (CHICAGO IL)
BOTH
Issued 08/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2024
Series 4 - Registered Options Principal Examination
BC
Issued 07/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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