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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Tyler Edward Smith

Tyler E. Smith

BBK WEALTH LLC
Lafayette, IN 47901
Some features on this profile are disabled
CRD#: 5549158
Tyler Edward Smith

Professional summary

Tyler Edward Smith, CFP® is a registered financial advisor currently at BBK WEALTH LLC located in Lafayette, Indiana.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Tyler has worked at 5 firms and has passed the Series 66, SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Edward Smith'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: 2013

Experience

Current

October 20, 2020 - Present

BBK WEALTH LLC

Office #1: 300 Main St Suite 212, Lafayette, IN 47901Office #2: 14074 Trade Center Drive, Suite 240, Fishers, IN 46038
RIA
CRD#: 311324
Lafayette, IN
Past

October 8, 2013 - May 8, 2020

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
WEST LAFAYETTE, IN
Past

October 8, 2013 - May 8, 2020

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
WEST LAFAYETTE, IN
Past

July 5, 2011 - October 17, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHESTERTON, IN
Past

July 5, 2011 - October 17, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
CHESTERTON, IN
Past

November 15, 2010 - July 5, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
LAPORTE, IN
Past

November 15, 2010 - July 5, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
LAPORTE, IN
Past

February 19, 2010 - November 19, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MISHAWAKA, IN
Past

November 12, 2008 - November 19, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MISHAWAKA, IN

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
Indiana
(10/20/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/19/2008
Uniform Combined 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: 11/11/2008
General Securities Representative Examination

Current Firm

BW
BBK WEALTH LLC
BBK WEALTH LLC

CRD#: 311324 / SEC#:

Indiana
Registered Investment Advisory firm - (10/20/2020 Approved)
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Contact information

Main Address
14074 Trade Center Drive, Suite 240, Fishers, IN 46038
Mailing Address
Phone number
(317) 207-0730
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts206
AUM (Assets Under Management)$ 37,107,076

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

BBK WEALTH LLC

CRD#: 311324Lafayette, IN 47901

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