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Tyler Jay Vanderbeek

Tyler J. Vanderbeek

CONNECT FINANCIAL ADVISORS
PROVIDENCE, UT
Some features on this profile are disabled
CRD#: 5311989
Tyler Jay Vanderbeek

Professional summary

Tyler Jay Vanderbeek, CFP® is a registered financial advisor currently at CONNECT FINANCIAL ADVISORS located in Providence, Utah.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Tyler has worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

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.
9/16/2002 - Current: Beeks Inc; owner; non-investment related; 0-5 hours per month. Connect Financial, LLC/investment-related/Logan, UT/owner and investment adviser representative of registered investment advisor firm/June 2022/approximately 100 hours per month and during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Jay Vanderbeek'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

July 12, 2022 - Present

CONNECT FINANCIAL ADVISORS

RIA
CRD#: 321212
PROVIDENCE, UT
Past

September 12, 2011 - October 3, 2022

KEYSTONE WEALTH ADVISORS

RIA
CRD#: 158234
LOGAN, UT
Past

March 28, 2008 - June 9, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
LOGAN, UT
Past

January 15, 2008 - June 9, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
LOGAN, UT

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
California
(10/27/2025)
IAR
Idaho
(10/14/2025)
IAR
Utah
(7/12/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/27/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/14/2008
General Securities Representative Examination

Current Firm

CF
CONNECT FINANCIAL ADVISORS
CONNECT FINANCIAL | SUMMIT GROUP WEALTH ADVISORS | CONNECT FINANCIAL, LLC | CONNECT FINANCIAL ADVISORS

CRD#: 321212 / SEC#:

California
Registered Investment Advisory firm - (10/27/2025 Approved)
Idaho
Registered Investment Advisory firm - (8/22/2022 Approved)
Utah
Registered Investment Advisory firm - (7/12/2022 Approved)
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Contact information

Main Address
Providence, UT
Mailing Address
Phone number
(435) 713-4220
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts799
AUM (Assets Under Management)$ 58,635,176

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

CONNECT FINANCIAL ADVISORS

CRD#: 321212Providence, UT

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