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Tyler S. Olson

ASCEND INVESTMENT MANAGEMENT
Pleasant Grove, UT
Some features on this profile are disabled
CRD#: 4273188
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Professional summary

Tyler Scott Olson is a registered financial advisor currently at ASCEND INVESTMENT MANAGEMENT, LLC located in Pleasant Grove, Utah.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Tyler has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Tyler Scott Olson'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

June 8, 2020 - Present

ASCEND INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 307989
Pleasant Grove, UT
Past

August 14, 2018 - March 16, 2020

LONE PEAK ADVISERS

RIA
CRD#: 296772
DRAPER, UT
Past

January 8, 2018 - August 13, 2018

LEGACY PLANNING GROUP

RIA
CRD#: 145130
DRAPER, UT
Past

December 12, 2017 - June 27, 2018

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Draper, UT
Past

March 17, 2017 - December 13, 2017

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
AMERICAN FORK, UT
Past

October 18, 2013 - December 13, 2017

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
AMERICAN FORK, UT
Past

December 22, 2000 - December 31, 2001

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(6/8/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/6/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/18/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/27/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/18/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AI
ASCEND INVESTMENT MANAGEMENT, LLC
ASCEND INVESTMENT MANAGEMENT | ASCEND INVESTMENT MANAGEMENT, LLC

CRD#: 307989 / SEC#:

Utah
Registered Investment Advisory firm - (6/5/2020 Approved)
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Contact information

Main Address
Pleasant Grove, UT
Mailing Address
Phone number
(801) 598-6957
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts27
AUM (Assets Under Management)$ 1,534,751

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

ASCEND INVESTMENT MANAGEMENT, LLC

CRD#: 307989Pleasant Grove, UT

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