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TC

Tyler J. Cook

Some features on this profile are disabled
CRD#: 5385025
TC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tyler Jon Cook was a registered financial professional .

Tyler is a previously registered financial professional and started their career in finance in 2007. Tyler had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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. KIMSA LLC POSITION: Member / Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/20/2017; ADDRESS: 13190 SW 68th Pkwy Ste 100, Portland OR 97223, United States DESCRIPTION: Life, health, fixed insurance products (in the states registered to do so). Affiliations are both direct and brokered. I am the co-owner and managing member of this LLC used in insurance practices and office management. Consulting services offered to closely-held, privately-held business owners. Examples include, but are not limited to: transition planning guidance, resource group (trusted advisor) management and business valuation services. We receive rental income from tenants in Ste 130 (separate office) through Kimsa LLC. We don't own property; this is a sub-lease arrangement. I employ an office manager to oversee this sub-tenant relationship. 2. KIMSA GROUP LLC POSITION: Member NATURE: Business consulting around transition planning and life insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 07/22/2019 3. CLERGY SUPPORT NETWORK POSITION: Board Member NATURE: 501c3 Non-Profit Corporation in Oregon. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2019 ADDRESS: 13190 SW 68th Pkwy, Portland OR 97223, United States DESCRIPTION: Clergy Support Network provides literacy and resources to pastors. It is registering as a not-for-profit entity. I am volunteering as a board member to help with vision, relationship connections and high-level organizational input. 4.Ashton Cook Capital Management Inc. POSITION: President; NATURE: Direct and manage the operations of firm personnel.; INVESTMENT RELATED: Yes; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 50; START DATE: 2022-07-01; ADDRESS: 5 Cowboys Way, Suite 300 Frisco TX 75034 USA; DESCRIPTION: Investment company operating under a joint venture that conducts acquisitions of privately held businesses. Transactions do not include Kimsa Asset Management clients.;

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 7, 2020 - June 28, 2023

KIMSA ASSET MANAGEMENT LLC

RIA
CRD#: 309964
PORTLAND, OR
Past

April 28, 2017 - November 27, 2020

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
PORTLAND, OR
Past

April 28, 2017 - November 27, 2020

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
PORTLAND, OR
Past

October 20, 2014 - April 28, 2017

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
LAKE OSWEGO, OR
Past

August 27, 2014 - April 28, 2017

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
LAKE OSWEGO, OR
Past

June 26, 2013 - August 22, 2014

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
ST HELENS, OR
Past

June 26, 2013 - August 22, 2014

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
ST HELENS, OR
Past

June 21, 2012 - June 27, 2013

KMS FINANCIAL SERVICES, INC.

RIA
CRD#: 3866
SCAPPOOSE, OR
Past

June 14, 2012 - June 27, 2013

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
SCAPPOOSE, OR
Past

September 25, 2007 - March 19, 2008

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
PHOENIX, AZ

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/29/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/26/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/13/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/24/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

KA
KIMSA ASSET MANAGEMENT LLC
KIMSA ASSET MANAGEMENT LLC

CRD#: 309964 / SEC#:

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Contact information

Main Address
911 Main St Ste 210, Vancouver, WA 98660
Mailing Address
Phone number
(503) 303-0909
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts115
AUM (Assets Under Management)$ 9,750,000

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

KIMSA ASSET MANAGEMENT LLC

CRD#: 309964

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