Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler William Fortney is a financial advisor with Creative Planning. Tyler is a registered Investment Advisor representative in Kansas and Texas. He has been in the industry for over 7 years and holds the Series 66, Series 7, and SIE licenses. Tyler has previously worked at Scottrade, Inc. and Wells Fargo Advisors. Tyler specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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.
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2
KS
02/12/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
10/04/2016 - 03/09/2018
SCOTTRADE, INC. (TOPEKA KS)
MO
08/05/2015 - 10/14/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 10/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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