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TL

Thomas D. Little

YETI WEALTH MANAGEMENT GROUP
LITTLETON, CO
Some features on this profile are disabled
CRD#: 6848130
TL

Professional summary

Thomas David Little is a registered financial advisor currently at YETI WEALTH MANAGEMENT GROUP, LLC located in Littleton, Colorado.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Thomas has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

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 Thomas David Little'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®
None

Experience

Current

November 4, 2025 - Present

YETI WEALTH MANAGEMENT GROUP, LLC

RIA
CRD#: 338425
LITTLETON, CO
Past

January 8, 2020 - August 15, 2025

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
Denver, CO
Past

January 1, 2019 - August 25, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
DENVER, CO

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
Colorado
(11/4/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/30/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/3/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/31/2018
General Securities Representative Examination

Current Firm

YW
YETI WEALTH MANAGEMENT GROUP, LLC
YETI WEALTH MANAGEMENT GROUP, LLC

CRD#: 338425 / SEC#:

Colorado
Registered Investment Advisory firm - (11/4/2025 Approved)
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Contact information

Main Address
Littleton, CO
Mailing Address
6312 S. Fiddlers Green Circle Suite 300e, Greenwood Village, CO 80111
Phone number
(303) 507-0027
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

YETI WEALTH MANAGEMENT GROUP, LLC

CRD#: 338425Littleton, CO

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