Tyler
Mackeson
Financial Advocates Investment Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Tyler Mackeson is a financial advisor working out of Bend, Oregon with 3 years of relevant experience. Mackeson is on the advisory team at Financial Advocates Investment Management. Their career trajectory has included roles at Edward Jones, Lpl Financial, LLC, Strategic Wealth Advisors Group and Financial Advocates Investment Management. Mackeson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Alabama, Oregon and Texas. Financial Advocates Investment Management is an advisory company that has its headquarters in Olympia, WA. The firm has offices in 71 locations and a total of 149 people on staff. It controls $4 billion in total assets between its 20,722 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 26 charities and foundations. Of its 20,722 accounts, 25% are associated with high-net-worth individuals who have at least $1 million in investable assets. Financial Advocates Investment Management offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely depend on which services are provided. Fee types billed by Financial Advocates Investment Management most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Financial Advocates Investment Management Brokerage Details
$3,580,994,144
149
20,722
$172,811
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Tyler Mackeson Work History
Tyler has been registered as a financial advisor for 3 years.*
Financial Advocates Investment Management
Lpl Financial, LLC
Strategic Wealth Advisors Group
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tyler Mackeson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Advocates Investment Management
Cody, WY
Rock Springs, WY
Edmonds, WA
Olympia, WA
Napa, CA
Spokane, WA
Olympia, WA
Olympia, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
