Tyler J. Peterson
Professional summary
Tyler Jeff Peterson, who also goes by Ty Peterson, is a registered financial advisor currently at KINDRED FINANCIAL LLC located in Lakewood, Colorado.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Tyler has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Jeff Peterson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 27, 2023 - Present
KINDRED FINANCIAL LLC
Office #1: 200 Union Blvd Suite 200, Lakewood, CO 80226May 10, 2013 - March 31, 2023
INDEPENDENT FINANCIAL GROUP, LLC
May 10, 2013 - March 31, 2023
INDEPENDENT FINANCIAL GROUP, LLC
January 21, 2009 - May 14, 2013
A & I WEALTH MANAGEMENT
January 13, 2009 - May 13, 2013
GENEOS WEALTH MANAGEMENT, INC.
May 17, 2006 - September 9, 2008
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
January 4, 2006 - September 9, 2008
TD AMERITRADE, INC.
July 5, 2005 - September 9, 2008
TD AMERITRADE, INC.
November 5, 2004 - February 18, 2005
SUNAMERICA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/27/2023)
Exams
Current Firm
KINDRED FINANCIAL LLC
CRD#: 324932 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 132 |
| AUM (Assets Under Management) | $ 21,400,000 |
Red Flags
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