TM
Tyson Mcdonald
OAK LANE ADVISORS
Idaho Falls, ID 83406
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CRD#: 7872025
TM
Professional summary
Tyson Mcdonald is a registered financial advisor currently at OAK LANE ADVISORS located in Idaho Falls, Idaho.
Tyson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tyson has worked at 1 firm and has passed the Series 65 exam.
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.
Financial Group, LLC: Tyson McDonald is an employee of Edge Financial Group, LLC and provides accounting, bookkeeping and tax return preparation services. Time spent on this activity is approximately 20 hours a week. Tyson McDonald receives compensation for the services he provides in the form of a salary. This presents a conflict of interest because Tyson McDonald may have incentive to recommend this service to you for the purpose of receiving compensation for the services he provides. Tyson McDonald manages this conflict of interest by utilizing this service only where it is in the client's best interest and after consultation with the client. You are under no obligation, contractually or otherwise, to use accounting services provided by Tyson McDonald.
CRS (Client Relationship Summary) - RIA
Click below to view Tyson Mcdonald'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
May 6, 2024 - Present
OAK LANE ADVISORS
Office #1: 3350 S. 15th E., Idaho Falls, ID 83406RIA
CRD#: 140612
Idaho Falls, ID
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".
OL
OAK LANE ADVISORS
EDGE FINANCIAL ADVISORS, LLC | WRG INSURANCE LLC | WN INSURANCE GROUP, LLC | WEALTH NAVIGATION, LLC | WEALTH NAVIGATION ADVISORS | THE WN GROUP, LLC | THE WN GROUP | OAK LANE WEALTH | OAK LANE ADVISORS | NAVIGATION CAPITAL GROUP
CRD#: 140612 / SEC#: 801-116880
RIA
Registered Investment Advisory firm - (6/28/2019 Approved)Colorado
Registered Investment Advisory firm - (4/4/2018 Terminated)Idaho
Registered Investment Advisory firm - (7/3/2019 Terminated)Utah
Registered Investment Advisory firm - (7/5/2019 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
Idaho(5/6/2024)
Current Firm
OL
OAK LANE ADVISORS
EDGE FINANCIAL ADVISORS, LLC | WRG INSURANCE LLC | WN INSURANCE GROUP, LLC | WEALTH NAVIGATION, LLC | WEALTH NAVIGATION ADVISORS | THE WN GROUP, LLC | THE WN GROUP | OAK LANE WEALTH | OAK LANE ADVISORS | NAVIGATION CAPITAL GROUP
CRD#: 140612 / SEC#: 801-116880
RIA
Registered Investment Advisory firm - (6/28/2019 Approved)Colorado
Registered Investment Advisory firm - (4/4/2018 Terminated)Idaho
Registered Investment Advisory firm - (7/3/2019 Terminated)Utah
Registered Investment Advisory firm - (7/5/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014
Mailing Address
Phone number
(801) 335-8200
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,258 |
| AUM (Assets Under Management) | $ 367,281,893 |
Red Flags
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Company Information
OAK LANE ADVISORS
CRD#: 140612Idaho Falls, ID 83406TRUST BUT VERIFY
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