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TL

Tyson R. Lokke

SAVVY
Reno, NV 89501
Some features on this profile are disabled
CRD#: 6159828
TL

Professional summary

Tyson R Lokke, CFP®, who also goes by Tyson Robert Lokke, Tyson Lokke, is a registered financial advisor currently at SAVVY located in Reno, Nevada.

Tyson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Tyson has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tyson Robert Lokke | Tyson Lokke

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.
Managing Partner and Independent Insurance Agent at Wealth Vision LLC; Legal entity used for insurance and marketing of advisory services. Start Date: January 20, 2025. Investment Related. Approximately 20 hours per month dedicated to insurance activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyson R Lokke's CRS (Customer Relationship Summary).
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: 2019

Experience

Current

February 3, 2025 - Present

SAVVY

Office #1: 1 East Liberty Street Number 406, Reno, NV 89501
RIA
CRD#: 318493
Reno, NV
Past

October 9, 2023 - January 21, 2025

FARTHER

RIA
CRD#: 302050
Reno, NV
Past

July 1, 2020 - November 3, 2023

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
Las Vegas, NV
Past

October 23, 2019 - July 1, 2020

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
LAS VEGAS, NV
Past

November 10, 2015 - November 3, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
RENO, NV
Past

April 13, 2015 - October 23, 2017

GIRARD SECURITIES, INC.

BD
CRD#: 18697
LAS VEGAS, NV
Past

August 12, 2014 - April 21, 2015

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
LAS VEGAS, NV
Past

May 7, 2014 - April 21, 2015

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
LAS VEGAS, NV
Past

April 1, 2013 - May 6, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
LAS VEGAS, NV
Past

March 13, 2013 - May 6, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
LAS VEGAS, NV

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)

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
Nevada
(2/3/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/30/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/23/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/12/2013
General Securities Representative Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (38 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

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

SAVVY

CRD#: 318493Reno, NV 89501

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