AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TL

Tanner M. Lyle

CLASS VI SECURITIES
Denver, CO 80206
Some features on this profile are disabled
CRD#: 7564125
TL

Professional summary


Tanner Michael Lyle is a registered financial professional currently at CLASS VI SECURITIES, LLC located in Denver, Colorado.

Tanner is registered as a RR (Registered Representative) and started their career in finance in 2022. Tanner has worked at 1 firm and has passed the Series 79TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Tanner Michael Lyle'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

July 18, 2022 - Present

CLASS VI SECURITIES, LLC

Office #1: 255 Fillmore Street Suite 500, Denver, CO 80206Office #2: 255 Fillmore Street, Suite 500, Denver, CO 80206
BD
CRD#: 148772
Denver, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(7/18/2022)

Exams


General Industry/Product Exam
RR
Series 79TO
Date: 7/18/2022
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm


CV
CLASS VI SECURITIES, LLC
CAPITAL VALUE M&A, LLC | CVA SECURITIES, LLC | CLASS VI SECURITIES, LLC | CAPITALVALUE ADVISORS, LLC

CRD#: 148772 / SEC#: , 8-68068

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
255 Fillmore Street Suite 500, Denver, CO 80206
Mailing Address
255 Fillmore Street Suite 500, Denver, CO 80206
Phone number
(303) 243-5601
Established
Colorado since 01/24/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
PAU HANA INVESTMENTS, LLCMEMBER
THE SILVERCLOUD COMPANIES, INCMEMBER
DESCANSO ROAD, LLCMINORITY MEMBER
GIBSON, ZACHARY EMANAGING DIRECTOR5424913
KRAMERICA INDUSTRIES, LLCMINORITY MEMBER
LOONSTRUCK, LLCMINORITY MEMBER
MDBHBC INVESTMENTS, LLCMINORITY MEMBER
TOLSON, DAVID CHILLINGWORTH JRMANAGER5626792
YOUNGER, CHRISTOPHER JONMANAGER, CHIEF COMPLIANCE OFFICER5626789
ZINNIA STREET, LLCMINORITY MEMBER

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


CLASS VI SECURITIES, LLC

CRD#: 148772Denver, CO 80206

TRUST BUT VERIFY

Monitor Tanner Lyle

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Craig Stuart Johlfs
Craig JohlfsAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Greenwood Village, CO
Ralph Milburn Jones JR
Ralph JonesAdvisorCheck Check Mark
OPPENHEIMER & CO. INC.
IAR
RR
Denver, CO
Lorie Chantelle Jones
Lorie JonesAdvisorCheck Check Mark
TANDEM FINANCIAL, LLC
IAR
GREENWOOD VILLAGE, CO
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics