Tyler C. Olson
TRIPPON WEALTH MANAGEMENT GROUP LLC
Houston, TX 77024
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CRD#: 7079062
Professional summary
Tyler Chase Olson, CFP®, who also goes by Tyler Olson, is a registered financial advisor currently at TRIPPON WEALTH MANAGEMENT GROUP LLC located in Houston, Texas.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Tyler has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tyler Olson
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.
Life Insurance sales; Investment related: No; Location: 8588 Katy Freeway, Suite 320 Houston TX 77024 USA; Description: Life and health insurance sales.; Position Title: Agent; Responsibilities Duties: Selling life insurance to clients. ; Start date: 2022-01-01; Hours per month during trading hours: 4; Hours per month outside trading hours: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Chase Olson'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: 2020
Experience
Current
February 28, 2019 - Present
TRIPPON WEALTH MANAGEMENT GROUP LLC
Office #1: 8588 Katy Freeway Suite 320, Houston, TX 77024RIA
CRD#: 136485
Houston, TX
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".
TW
TRIPPON WEALTH MANAGEMENT GROUP LLC
BRETTON WOODS PRESS LLC | TRIPPON WEALTH MANAGEMENT GROUP LLC | TRIPPON FINANCIAL MEDIA INC. | J.M. TRIPPON & COMPANY C.P.A.S
CRD#: 136485 / SEC#: 801-129769
RIA
Registered Investment Advisory firm - (3/27/2024 Approved)Colorado
Registered Investment Advisory firm - (4/24/2024 Terminated)Georgia
Registered Investment Advisory firm - (4/26/2024 Terminated)Louisiana
Registered Investment Advisory firm - (4/26/2024 Terminated)Texas
Registered Investment Advisory firm - (4/22/2024 Terminated)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
Texas(2/28/2019)
Current Firm
TW
TRIPPON WEALTH MANAGEMENT GROUP LLC
BRETTON WOODS PRESS LLC | TRIPPON WEALTH MANAGEMENT GROUP LLC | TRIPPON FINANCIAL MEDIA INC. | J.M. TRIPPON & COMPANY C.P.A.S
CRD#: 136485 / SEC#: 801-129769
RIA
Registered Investment Advisory firm - (3/27/2024 Approved)Colorado
Registered Investment Advisory firm - (4/24/2024 Terminated)Georgia
Registered Investment Advisory firm - (4/26/2024 Terminated)Louisiana
Registered Investment Advisory firm - (4/26/2024 Terminated)Texas
Registered Investment Advisory firm - (4/22/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8588 Katy Freeway Suite 320, Houston, TX 77024
Mailing Address
Phone number
(713) 661-1040
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 830 |
| AUM (Assets Under Management) | $ 185,235,326 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
