Tyler R. Elliott
WATERSHED WEALTH PLANNING LLC
Portland, OR 97202
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CRD#: 6293971
Professional summary
Tyler Robinson Elliott, CFP®, who also goes by Tyler Elliott, is a registered financial advisor currently at WATERSHED WEALTH PLANNING LLC located in Portland, Oregon.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Tyler has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 3 exams.
Biography
I am a former attorney and a proud fiduciary to my clients. I work with young professionals who have an idea of where they want to go in life, but would like to develop a clearer path for getting there. They typically have strong personal interests outside of work, and would like to strike an appropriate balance between vital recreation and long-term saving strategies. Their goals are more unique than "retirement" or "college planning" such as, how do we travel internationally every year without compromising our long-term plan? As an avid skiier and as someone who has traveled to 32 countries in my 44 years, I love helping clients answer these types of questions.
When meeting with people for the first time, the question I get more than any other is why did you give up a career as an attorney to become a financial planner? Practicing bankruptcy law exposed me to the countless stories of clients who had enjoyed success early in their career only to experience financial hardship as they neared retirement age. As I began to recognize the patterns of poor planning, I realized that I could have a more positive impact working with young people as they make key decisions about how to save and invest. As a proactive planner, I now get to watch clients build their ideal life while helping to increase their probability of sustained success.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Socially Responsible Investing
Estate Planning
Retirement Planning
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Millennials
Retirement Plan Investment Adv...
Socially Responsible Investmen...
Are you a "fiduciary"?
Yes
Aliases
Tyler Elliott
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.
ALBANY STREET, LLC, NOT INVESTMENT-RELATED, 1220 NW ALBANY AVENUE, BEND, OR 97701, RENTAL PROPERTY, LANDLORD/OWNER, START DATE: 06/2014, APPROXIMATE NUMBER OF HOURS/MONTH: 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10, DUTIES: MAINTENANCE WORK PM THE PROPERTY.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Robinson Elliott'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®
Start date: 2017
Experience
Current
January 6, 2017 - Present
WATERSHED WEALTH PLANNING LLC
Office #1: 7972 Se 13th Ave Suite 102, Portland, OR 97202RIA
CRD#: 285980
Portland, OR
Past
June 5, 2014 - November 3, 2016
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
LAKE OSWEGO, OR
Past
March 3, 2014 - November 3, 2016
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
LAKE OSWEGO, OR
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
Oregon(1/6/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WATERSHED WEALTH PLANNING LLC
WATERSHED WEALTH PLANNING LLC
CRD#: 285980 / SEC#:
Oregon
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Contact information
Main Address
7972 Se 13th Ave Suite 102, Portland, OR 97202
Mailing Address
Phone number
(503) 862-9064
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 59 |
| AUM (Assets Under Management) | $ 28,770,346 |
Red Flags
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