TH
Tyler R. Hensen
PERSPECTIVE WEALTH ADVISORS
LOVELAND, CO 80538
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CRD#: 7292844
TH
Professional summary
Tyler Ryan Hensen, who also goes by Tyler Hensen, is a registered financial advisor currently at PERSPECTIVE WEALTH ADVISORS located in Loveland, Colorado.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Tyler has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tyler Hensen
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.
1. VICE PRESIDENT, BNI - BUSINESS NETWORKING INTERNATIONAL, 4990 RONALD REAGAN BLVD, JOOHNSTOWN, , COLORADO, 80534, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 09/28/2021, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, ENSURE THE WEEKLY ACTIVITY IS COMPLETE, ACCURATE AND SUBMITTED WEEKLY. UPDATE AND PRESENT CHAPTER STATISTICS ACCORDING TO THE BNI WEEKLY MEETING AGENDA. DELEGATE THE MEMBERSHIP COMMITTEE REPORT PORTION OF THE BNI WEEKLY MEETING AGENDA. PARTICIPATE IN THE MONTHLY CHAPTER SUCCESS MEETING AND SUBMIT MEETING RECAP TO REGIONAL LEADERSHIP. PARTICIPATE IN A WEEKLY CHAPTER SUCCESS CALL WITH THE DIRECTOR CONSULTANT FOCUSED ON THE CHAPTER GOALS. SUPPORT ALL MEMBERSHIP COMMITTEE MEMBERS WITH SUCCESSFULLY EXECUTING THEIR ROLES. PARTICIPATE IN MONTHLY LEADERSHIP ROUND TABLE. IN THE ABSENCE OF THE PRESIDENT, CONDUCT THE WEEKLY CHAPTER MEETING. 2. DIRECTOR, WELLINGTON CHAMBER OF COMMERCE, 4006 CLEVELAND AVENUE PO BOX 1500, WELLINGTON, , COLORADO, 80549, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 09/28/2021, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, BECOME FAMILIAR WITH CHAMBER POLICIES, PROCEDURES AND POSITIONS AND ITS BYLAWS & ARTICLES OF INCORPORATION SO THAT I CAN BECOME AN INFORMED REPRESENTATIVE OF THE CHAMBER�??S BOARD OF DIRECTORS. ATTEND AND ARRIVE ON TIME FOR ALL BOARD MEETINGS AND, AS MANY OTHER OFFICIAL CHAMBER MEETINGS AND FUNCTIONS AS REASONABLY POSSIBLE. (PLEASE NOTE, ARTICLE IV SECTION 4 OF THE BY-LAWS STATES: A MEMBER OF THE BOARD OF DIRECTORS WHO IS ABSENT FROM (3) CONSECUTIVE REGULAR MEETINGS OF THE BOARD OF DIRECTORS MAY BE DROPPED FROM MEMBERSHIP ON THE BOARD UNLESS CONFIRMED BY ILLNESS OR OTHER ABSENCE APPROVED BY THE CHAIR.) BOARD MEETINGS OCCUR ON THE THIRD TUESDAY OF EVERY MONTH. REVIEW ALL BOARD MATERIALS/RECOMMENDATIONS, IN ADVANCE OF THE DISCUSSION, SO THAT I CAN HELP THE BOARD MAKE EFFECTIVE AND TIMELY DECISIONS. RESPOND IN A TIMELY MANNER TO EMAIL REQUESTS AND/OR ACKNOWLEDGE THEIR RECEIPT. SERVE ON AT LEAST ONE COMMITTEE OF MY CHOOSING OR AS MAY BE REQUESTED BY THE CHAIR, AND KEEP THE BOARD INFORMED ON ITS PROGRESS AND GOALS. COMMUNICATE WITH THE MEMBERSHIP TO INFORM THEM OF BOARD ACTIONS AND CHAMBER PROGRAMS. BE RESPONSIBLE FOR MY OWN EXPENSES FOR CHAMBER MEETINGS AND EVENTS. ACT AS A RESOURCE FOR THE BOARD IN DEFINING OPPORTUNITIES AND/OR PROBLEMS WITHIN THE MEMBERSHIP AND BUSINESS COMMUNITY THAT NEED TO BE BROUGHT TO THE ATTENTION OF THE BOARD. COMMIT MYSELF TO BRING INTO THE CHAMBER AS MANY NEW MEMBERS PER YEAR AS PRACTICAL AND ALERT THE CHAMBER TO NEW BUSINESSES THAT ARE POTENTIAL CHAMBER MEMBERS. PERFORM OTHER SUCH DUTIES AS MAY BE REASONABLY REQUESTED FROM TIME TO TIME BY THE CHAIR OF THE CHAMBER AND/OR BOARD OF DIRECTORS. WORK AND COLLABORATE IN GOOD FAITH WITH MY FELLOW BOARD MEMBERS AND STAFF TOWARD THE ACHIEVEMENT OF THE ORGANIZATION�??S GOALS. IF I CANNOT FULFILL THESE COMMITMENTS TO THE ORGANIZATION, I UNDERSTAND THAT THE BOARD CHAIR WILL CALL UPON ME TO DISCUSS MY RESPONSIBILITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Ryan Hensen'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®
NoneExperience
Current
September 9, 2024 - Present
PERSPECTIVE WEALTH ADVISORS
Office #1: 1615 Foxtrail Drive Suite 260, Loveland, CO 80538RIA
CRD#: 332574
LOVELAND, CO
Past
May 11, 2021 - September 9, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Loveland, CO
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".
PW
PERSPECTIVE WEALTH ADVISORS
PERSPECTIVE WEALTH ADVISORS | PERSPECTIVE WEALTH ADVISORS LLC
CRD#: 332574 / SEC#: 801-131075
RIA
Registered Investment Advisory firm - (9/9/2024 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
Colorado(9/9/2024)
IAR
Texas(9/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/11/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
PW
PERSPECTIVE WEALTH ADVISORS
PERSPECTIVE WEALTH ADVISORS | PERSPECTIVE WEALTH ADVISORS LLC
CRD#: 332574 / SEC#: 801-131075
RIA
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Contact information
Main Address
1615 Foxtrail Drive Suite 260, Loveland, CO 80538
Mailing Address
Phone number
(970) 732-7975
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 657 |
| AUM (Assets Under Management) | $ 113,069,712 |
Red Flags
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