Tyler Dawson is a registered investment advisor, based in Polk City, IA, with 24 years of industry experience.
Location
302 West Broadway, Suite 9, Polk City, IA, 50226
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tyler is involved in several outside business activities, including life insurance sales at Dawson Bertran Investment Advisors (about a quarter of his time) and serving as an IAR & owner at Dawson & Bertran Investment Advisors (nearly full-time). He also owns Dawson Aronia Berries, is a member of Financial Investment Group LLC, owns Dawson & Bertran Rentals, and is an Elder at Missionary Alliance Church.
Employment History
Current Registrations
M. S. Howells & CO.Broker
M. S. Howells & CO.
Van Diest Capital
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.