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CFP
TL
CFP

Tyson Lokke

Savvy
13 Years of Experience
Reno, NV
Sells Insurance
View SEC Summary
View SEC Summary

Tyson Lokke is a CFP-designated registered investment advisor at Savvy, based in Reno, NV, with 13 years of industry experience. Tyson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B in assets under management.

Savvy
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
4,613 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.90%

Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 East Liberty Street, Number 406, Reno, NV, 89501

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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 ActivitiesSells Insurance

Tyson is a Managing Partner and Independent Insurance Agent at Wealth Vision LLC, which is used for insurance and marketing advisory services. He dedicates about 10-20% of his time to insurance activities.

Employment History
Current Registrations
Savvy
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Farther
October 2023 - January 2025 · 1 yr 3 mos
Goldman Sachs & CO. LLCBroker
July 2020 - November 2023 · 3 yrs 4 mos
Cetera Advisor Networks LLCBroker
October 2019 - July 2020 · 9 mos
Goldman Sachs Personal Financial Management
November 2015 - November 2023 · 8 yrs
Girard Securities, INC.Broker
April 2015 - October 2017 · 2 yrs 6 mos
Metlife Securities INC.
August 2014 - April 2015 · 8 mos
Metlife Securities INC.Broker
May 2014 - April 2015 · 11 mos
Ameriprise Financial Services, INC.
April 2013 - May 2014 · 1 yr 1 mo
Ameriprise Financial Services, INC.Broker
March 2013 - May 2014 · 1 yr 2 mos
State Registrations1 state
NV
Advisor

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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