Tyrel Mack

FIRST ASCENT PLANNING

DRIGGS, ID

Some features on this profile are disabled

CRD#: 8278197

Professional summary

Tyrel Mack is a registered financial advisor currently at FIRST ASCENT PLANNING LLC located in Driggs, Idaho.

Tyrel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Tyrel has worked at 1 firm .

At a Glance

Always Fiduciary

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.

09/2025 – Present: Volunteer member of the Finance Committee of the Community Foundation of Teton Valley (189 N. Main St., Suite 112, Driggs, ID 83422), a nonprofit community foundation. Responsibilities include providing oversight and recommendations regarding financial matters and endowment assets. No compensation is received. Approximately two hours per month are devoted to this activity. This is an advisory role only and does not involve discretionary authority or the execution of securities transactions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyrel Mack'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 9, 2026 - Present

FIRST ASCENT PLANNING LLC

RIA

CRD#: 342748

DRIGGS, ID

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
(7/9/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

FIRST ASCENT PLANNING LLC

CRD#: 342748 / SEC#:

Idaho

Registered Investment Advisory firm - (7/8/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Driggs, ID

Mailing Address

Phone number

(208) 351-6283

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.