Tyler Smith is a CFP-designated registered investment advisor at Bbk Wealth LLC, based in Lafayette, IN, with 17 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 94 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Contact
Tyler Smith
Location
300 Main St, Ste 412, Lafayette, IN, 47901
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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 →Employment History
Current Registrations
Bbk Wealth LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.
Exams
Additional Information
I founded BBK Wealth in May of 2020 in order to provide customized financial planning and investment management services to individuals and families regardless of their net worth, income, or investable assets.
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