Tyler Peterson is a registered investment advisor at Kindred Financial LLC, based in Lakewood, CO, with 20 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 55 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
200 Union Blvd, Suite 200, Lakewood, CO, 80226
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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 Activities
Tyler is an officer/director at Kindred Financial LLC, an outside Registered Investment Advisor. This activity is investment-related and takes about half of his time.
Employment History
Current Registrations
Kindred Financial LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
A & I Financial Services, LLC
Geneos Wealth Management, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Sunamerica Securities, INC.Broker
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.