Tyler P. Dawson

VAN DIEST CAPITAL

Webster City, IA 50595

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CRD#: 4502408

Professional summary

Tyler Paul Dawson is a registered financial advisor currently at VAN DIEST CAPITAL located in Webster City, Iowa and M. S. HOWELLS & CO. located in Webster, Iowa.

Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Tyler has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

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.

1. Van Diest Capital Accounting; Investment-Related- No; Polk City, IA; Nature- Accounting; Position/Title- ; Start date- 12.1.25; Approximately 0 hours per month, 0 during trading hours; Description- Accounting services 2. Van Diest Capital RIA; Investment-Related- Yes; Polk City, IA; Nature- RIA; Position/Title- Lead Wealth Advisor/Partner; Start date- 12.1.25; Approximately 160 hours per month, 100 per trading hours; Description- Client relations, account management, and portfolio construction 3. Van Diest Capital Risk Management; Investment-Related- Yes; Polk City,IA; Nature- ; Position/Title- Owner; Start date- 12.1.25; Approximately 5 hours per month, 5 during trading hours; Descriptio- Fixed products 4. Missionary Alliance Church Leader; Investment-Related- No; Nature- Local Church leadership; Position/Title- Elder; Start date- 1.1.17; Approximately 40 hours per month, 10 during trading hours; Description- Board meetings, teaching, personal relationships, and public speaking 5. Financial Investment Group; Investment-Related- No; Webster, IA; Nature- Fixed Insurance; Position/Title- Owner; Start date- 1.1.21; Approximately 0 hours pre month, 0 during trading hours; Description- Receiving trails for previous fixed business 6. DAWSON & BERTRAN RENTALS; Investment-Related- No; Webster, IA; Nature- Rental Business; Position/Title- Owner; Start date- 1.1.21; Approximately 0 hours per month, 0 during trading hours; Description- Apartment rental income

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Paul Dawson's CRS (Customer Relationship Summary).

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

November 25, 2025 - Present

VAN DIEST CAPITAL

Office #1: 522 2nd St Suite 1, Webster City, IA 50595

RIA

CRD#: 334743

Webster City, IA

Current

January 16, 2026 - Present

M. S. HOWELLS & CO.

Office #1: 522 2nd St Suite 1, Webster, IA 50595

CRD#: 104100

Webster, IA

Past

November 2, 2018 - November 26, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

WEBSTER CITY, IA

Past

November 2, 2018 - November 26, 2025

OSAIC WEALTH, INC.

CRD#: 23131

WEBSTER CITY, IA

Past

May 13, 2016 - November 2, 2018

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

WEBSTER CITY, IA

Past

May 13, 2016 - November 2, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

WEBSTER CITY, IA

Past

July 14, 2008 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

WEBSTER CITY, IA

Past

March 4, 2002 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

WEBSTER CITY, IA

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.

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

Arizona
(4/22/2026)

Florida
(4/22/2026)

IAR

Iowa
(11/25/2025)

Iowa
(1/16/2026)

Minnesota
(4/22/2026)

Missouri
(4/22/2026)

Nebraska
(4/22/2026)

Oregon
(4/22/2026)

South Dakota
(4/22/2026)

Wisconsin
(4/22/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/10/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/1/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/11/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/2/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

VAN DIEST CAPITAL

VAN DIEST CAPITAL | VAN DIEST CAPITAL, LLC

CRD#: 334743 / SEC#: 801-135478

Iowa

Registered Investment Advisory firm - (3/18/2025 Approved)

Texas

Registered Investment Advisory firm - (1/29/2025 Conditional Restricted)

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Contact information

Main Address

302 West Broadway Suite 9, Polk City, IA 50226

Mailing Address

Po Box 55, Polk City, IA 50226

Phone number

(515) 620-2085

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - VAN DIEST CAPITAL (2/17/2026)

Regulatory assets under management

Total Number of Accounts	985
AUM (Assets Under Management)	$ 144,104,427

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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Firm Stability Insights

Tyler P. Dawson

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Paul Dawson's CRS (Customer Relationship Summary).

Certified licenses

Experience

M. S. HOWELLS & CO.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/10/2008

Series 63

Date: 3/1/2002

SIE

Date: 10/1/2018

Series 7

Date: 5/11/2005

Series 6

Date: 3/2/2002

FINRA

Current Firm

VAN DIEST CAPITAL

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VAN DIEST CAPITAL

TRUST BUT VERIFY

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