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TB

Tyler W. Bain

FORESIDE FINANCIAL SERVICES
Denver, CO 80206
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CRD#: 3244425
TB

Professional summary


Tyler Wesley Bain is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Denver, Colorado.

Tyler is registered as a RR (Registered Representative) and started their career in finance in 2000. Tyler has worked at 14 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Tyler Wesley Bain's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 1, 2020 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 250 Fillmore St., Suite 425, Denver, CO 80206
BD
CRD#: 148477
Denver, CO
Past

January 19, 2018 - April 22, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
GREENWOOD VILLAGE, CO
Past

January 19, 2018 - April 17, 2019

G.F. INVESTMENT SERVICES, LLC

BD
CRD#: 132939
MCDONOUGH, GA
Past

August 22, 2016 - September 15, 2017

EASTERLY FUNDS LLC

RIA
CRD#: 281785
Greenwood Village, CO
Past

August 22, 2016 - June 2, 2017

FDX CAPITAL LLC

BD
CRD#: 119302
Greenwood Village, CO
Past

January 12, 2015 - March 29, 2016

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
DENVER, CO
Past

January 12, 2015 - July 12, 2016

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

July 26, 2013 - April 15, 2015

SII INVESTMENTS, INC.

RIA
CRD#: 2225
APPLETON, WI
Past

July 26, 2013 - April 15, 2015

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
DENVER, CO
Past

July 26, 2013 - April 15, 2015

INVESTMENT CENTERS OF AMERICA, INC.

RIA
CRD#: 16443
APPLETON, WI
Past

July 26, 2013 - April 15, 2015

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
APPLETON, WI
Past

July 26, 2013 - April 15, 2015

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

July 26, 2013 - April 15, 2015

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
DENVER, CO
Past

July 26, 2013 - April 15, 2015

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI
Past

July 26, 2013 - April 15, 2015

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

January 6, 2010 - July 29, 2013

CURIAN CLEARING, LLC

BD
CRD#: 132938
DENVER, CO
Past

January 18, 2007 - December 31, 2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

September 26, 2003 - July 29, 2013

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
SAN FRANCISCO, CA
Past

November 7, 2000 - January 21, 2003

BERGER DISTRIBUTORS LLC

BD
CRD#: 41436
DENVER, CO
Past

February 25, 2000 - October 4, 2000

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/3/2023)
RR
Arkansas
(1/3/2023)
RR
California
(10/1/2020)
RR
Colorado
(10/1/2020)
RR
Connecticut
(1/3/2023)
RR
Florida
(10/1/2020)
RR
Hawaii
(6/5/2023)
RR
Idaho
(1/3/2023)
RR
Kentucky
(10/1/2020)
RR
Maryland
(1/3/2023)
RR
Massachusetts
(1/3/2023)
RR
Nevada
(1/3/2023)
RR
New Jersey
(1/3/2023)
RR
New Mexico
(1/3/2023)
RR
New York
(1/3/2023)
RR
Ohio
(10/1/2020)
RR
Oregon
(1/3/2023)
RR
Pennsylvania
(1/3/2023)
RR
Texas
(10/1/2020)
RR
Utah
(1/3/2023)
RR
Washington
(1/3/2023)
RR
Wyoming
(1/3/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 1/12/2007
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/19/2004
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FINANCIAL SERVICES, LLC
BHIL DISTRIBUTORS, INC. | FORESIDE FINANCIAL SERVICES, LLC | BHIL DISTRIBUTORS, LLC

CRD#: 148477 / SEC#: , 8-68027

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 07/31/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCDIRECTOR OWNER/SOLE MEMBER
BRUNNER, JENNIFER ANNEVICE PRESIDENT/CHIEF COMPLIANCE OFFICER1137783
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477Denver, CO 80206

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