Tyler
Bernard

Lincoln Financial Advisors Corporation

CRD#5923672
Investment Advisor
in Denver, CO
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About this Advisor

Tyler Bernard is a certified financial planner working out of Denver, Colorado, with 11 years of work experience. Bernard is an employee of Lincoln Financial Advisors Corporation. Their career trajectory has included roles at Lincoln Financial Advisors, First Bankers Banc Securities, Wolf Creek Golf Club and Full Time Student. Bernard maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Texas. Lincoln Financial Advisors Corporation is an advisory business that has its headquarters in Denver, Colorado. The company has offices in 412 locations and a total of 2,080 employees. It has $20 billion in total assets between its 63,280 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 68 charities and foundations. Of its 63,280 customer accounts, just 9% belong to high-net-worth clients who have at least $1 million in investable assets. The firm performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees usually vary depending on the type of services offered. However, fee types billed by Lincoln Financial Advisors Corporation likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8055 East Tufts Avenue Suite 1400
Denver, CO 80237

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$20,366,072,529

CO Average: $1,347,246,178
Total Number of Employees

2,080

CO Average: 46
Total Number of Accounts

63,280

CO Average: 1,775
Average Account Size

$321,841

CO Average: $759,012

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Tyler Bernard Work History

Tyler has 11 years of experience.

2011 - Present (8 years)

Lincoln Financial Advisors

2011 - 2011 (0 years)

Lincoln Financial Advisors

2010 - 2011 (1 years)

Full Time Student

2008 - 2010 (2 years)

First Bankers Banc Securities

2007 - 2009 (2 years)

Wolf Creek Golf Club

Disclosures

Tyler Bernard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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