Tyler Morin is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Riverton, UT, with 16 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
13383 S Rock Wren Ln, Riverton, UT, 84096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tyler operates under the DBA Zions Wealth Advisors for his LPL business and works as a Wealth Advisor for Wealth and Fiduciary Services, dedicating about a quarter of his time to each. He also provides life coaching services, spending a few hours per week on this activity.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
D.A. Davidson & CO.Broker
State Registrations1 state
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