Tyler J. Landes

TANDEM FINANCIAL GUIDANCE

Kansas City, MO

Some features on this profile are disabled

CRD#: 5830582

Professional summary

Tyler James Landes, AIF®, CFP® is a registered financial advisor currently at TANDEM FINANCIAL GUIDANCE, LLC located in Kansas City, Missouri and SMARTPATH ADVISORS located in Kansas City, Missouri.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Tyler has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Socially Responsible Investing

Budgeting

Comprehensive Financial Planni...

Tax Planning

Employee and Employer Plan Ben...

Retirement Planning

Investment Planning

Insurance Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Charitable Giving

Generation X

Millennials

Novice Investors

Socially Responsible Investmen...

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.

Name of the other business: Tandem Financial Guidance, LLC Investment-related: Yes Address of the other business: 627 E 73rd Ter, Kansas City, MO 64131 Nature of the other business: Tandem Financial Guidance, LLC is a financial planning and investment management firm Position/title: President and CCO Start date: January 2015 Approximate number of hours per month: 80 Approximate number of hours per month during securities trading hours: 80 Duties: Providing financial planning and investment management services Name of the other business: Tandem Tax & Accounting, LLC Investment-related: No Address of the other business: 627 E 73rd Ter, Kansas City, MO 64131 Nature of the other business: Tandem Tax & Accounting, LLC is a tax preparation and bookkeeping service Position/title: President Start date: January 2017 Approximate number of hours per month: This is a seasonal business and account for approximately 40 hours per month during tax season Approximate number of hours per month during securities trading hours: 40 Duties: Providing tax preparation and bookkeeping services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler James Landes'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 23, 2018 - Present

TANDEM FINANCIAL GUIDANCE, LLC

RIA

CRD#: 174834

Kansas City, MO

Current

April 3, 2020 - Present

SMARTPATH ADVISORS

RIA

CRD#: 304563

Kansas City, MO

Past

March 23, 2015 - December 31, 2017

TANDEM FINANCIAL GUIDANCE, LLC

RIA

CRD#: 174834

KANSAS CITY, MO

Past

September 9, 2010 - January 7, 2015

SOUND STEWARDSHIP, LLC

RIA

CRD#: 129755

OVERLAND PARK, KS

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

Missouri
(1/23/2018)

IAR

Texas
(5/22/2020)

IAR

Texas
(1/4/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/8/2010

Uniform Investment Adviser Law Examination

Current Firm

TANDEM FINANCIAL GUIDANCE, LLC

CRD#: 174834 / SEC#:

Missouri

Registered Investment Advisory firm - (1/17/2018 Approved)

Texas

Registered Investment Advisory firm - (5/22/2020 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Kansas City, MO

Mailing Address

Phone number

(816) 945-2230

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	66
AUM (Assets Under Management)	$ 10,928,575

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tyler J. Landes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler James Landes's CRS (Customer Relationship Summary).

Certified licenses

Experience

TANDEM FINANCIAL GUIDANCE, LLC

SMARTPATH ADVISORS

TANDEM FINANCIAL GUIDANCE, LLC

SOUND STEWARDSHIP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/2010

Current Firm

TANDEM FINANCIAL GUIDANCE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TANDEM FINANCIAL GUIDANCE, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors