TB
CFP
TB
CFP

Tyler Begen

11 Years of Experience
Glastonbury, CT
BrokerSells Insurance

Tyler Begen is a CFP-designated registered investment advisor, based in Glastonbury, CT, with 11 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold.

Location

115 Glastonbury Blvd, Suite 104, Glastonbury, CT, 06033

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Tyler is an agent/broker for Pioneer Fixed Insurance since 2016 and owns Tyler James Corporation since 2020, which he uses for his financial planning business. He spends about 10-20% of his time on insurance sales and about a quarter of his time on his corporation.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 3 yrs 2 mos
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Securian Financial Services, INC.
August 2015 - August 2023 · 8 yrs
Securian Financial Services, INC.Broker
May 2015 - August 2023 · 8 yrs 3 mos
State Registrations24 states
AKAZCACTDCFLGAMAMDMEMSNCNHNJNVNYORPARISCTXVAVTWA
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.
More Advisors
Tyler Begen - Financial Advisor | TrueAdvisor