TN
CFP
TN
CFP

Tyler Nichols

20 Years of Experience
South Jordan, UT
Broker

Tyler Nichols is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in South Jordan, UT, with 20 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

869 Baxter Dr, South Jordan, UT, 84095-8506

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Tyler owns a business and is also employed by Arrowsmith Management, Inc. He spends about 10-20% of his time on each activity, with some hours occurring during trading hours. Neither activity appears to involve insurance sales.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2009 - Present · 17 yrs 9 mos
Ameriprise Financial Services, LLC
November 2005 - Present · 20 yrs 11 mos
Ameriprise Financial Services, LLCBroker
November 2005 - Present · 20 yrs 11 mos
State Registrations14 states
ARAZCACOGAIDMTNHNVOKTXUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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