Keesha A. Tyler

KEESHA TYLER LLC

Chicago, IL

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CRD#: 4367297

Professional summary

Keesha Alis Tyler, CFP®, who also goes by Keesha Alis Cooper, Keesha Alis Cooper, is a registered financial advisor currently at KEESHA TYLER LLC located in Chicago, Illinois.

Keesha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Keesha has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Tax Planning

Investment Planning

Employee and Employer Plan Ben...

Small Business Planning

Inheritance

Education Planning

Budgeting

Debt Management

Retirement Planning

Comprehensive Financial Planni...

Life Transitions

Retirement Income Management

Do you have an area of expertise or specialization?

Alternative or Private Investm...

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

College/Education Planning

Are you a "fiduciary"?

Yes

Aliases

Keesha Alis Cooper | Keesha Alis Cooper

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.

TYLER FIANCIAL GROUP LLC. DUTIES INCLUDE Business Accounting/Advisory and Personal/Business Tax Prep and Consulting. PARTNER, STARTED 01/04 = 20 HRS WK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keesha Alis Tyler'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 2, 2019 - Present

KEESHA TYLER LLC

RIA

CRD#: 297356

Chicago, IL

Past

June 3, 2005 - December 31, 2010

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

CHICAGO, IL

Past

February 25, 2004 - December 7, 2011

CETERA WEALTH SERVICES, LLC

CRD#: 13572

CHICAGO, IL

Past

December 21, 2001 - February 9, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

June 22, 2001 - December 21, 2001

GIULIANI CAPITAL ADVISORS LLC

CRD#: 111140

CHICAGO, IL

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

Illinois
(1/2/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/14/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/28/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/21/2001

General Securities Representative Examination

Current Firm

KEESHA TYLER LLC

CRD#: 297356 / SEC#:

Illinois

Registered Investment Advisory firm - (1/2/2019 Approved)

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Contact information

Main Address

Chicago, IL

Mailing Address

55 E. Monroe St. Suite 3800, Chicago, IL 60603

Phone number

(312) 214-3132

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Keesha A. Tyler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keesha Alis Tyler's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEESHA TYLER LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

EDWARD JONES

GIULIANI CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/14/2005

Series 63

Date: 6/28/2001

Series 7

Date: 6/21/2001

Current Firm

KEESHA TYLER LLC

Contact information

Documents

Red Flags

Company Information

KEESHA TYLER LLC

TRUST BUT VERIFY

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