Tyler Kert is a registered investment advisor, based in Chelan, WA, with 2 years of industry experience.
Location
107 N Emerson, St #1A, Chelan, WA, 98816
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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 →Other Business ActivitiesSells Insurance
Tyler is licensed to sell insurance through Avantax Insurance Agency/Services and sells fixed indexed annuities. He also works for Tamarack Tax and Consulting LLC, providing tax preparation, bookkeeping, consulting, IRS representation, and financial statement engagements, taking about half of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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.