Tyler Laurentius is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 5 years of industry experience.
Location
6720 N Scottsdale Rd, St 290, Scottsdale, AZ, 85253
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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 works as an agent/broker selling fixed insurance products, including group/employee benefits, since 2020. This activity takes a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
March 2021 - August 2023 · 2 yrs 5 mos
Cri Securities, LLC
March 2021 - October 2021 · 7 mos
Securian Financial Services, INC.Broker
December 2020 - August 2023 · 2 yrs 8 mos
Cri Securities, LLCBroker
December 2020 - October 2021 · 10 mos
State Registrations13 states
AZCACOFLINMIMNOHTXUTWAWIWY
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.