Tyler
Bernards

Sagepoint Financial, Inc

CRD#6515949
Investment Advisor
in Orem, UT

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About this Advisor

Tyler Bernards is a financial advisor located in Orem, Utah. Currently a registered investment advisor at Sagepoint Financial, Inc, Bernards has 10 years of experience as an investment advisor. Bernards maintains Series 63 and Series 66 licenses, which qualify the advisor as a securities broker. Bernards is registered to work with investors in Utah. Over the course of their career, they have held roles at Utah Valley Univiersity, Royal Wholesale Electric, Church Of Jesus Christ Of Latter-Day Saints, Utah Valley University, Cedar Ridge Elementary School, Triad Advisors, Sagepoint Financial, Inc, Resources Investment Advisors, Fidelity Brokerage Services LLC and Vivint. Sagepoint Financial, Inc is based out of Orem, Utah, and operates out of 564 additional locations in the country. As a company, Sagepoint Financial, Inc manages $10 billion in assets dispersed across 46,390 client accounts and retains more than 1,954 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 39,237 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Sagepoint Financial, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1327 South 800 East
Orem, UT 84097

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$9,995,279,814

UT Average: $1,555,372,352
Total Number of Employees

1,954

UT Average: 37
Total Number of Accounts

46,390

UT Average: 1,370
Average Account Size

$215,462

UT Average: $1,135,308

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Tyler Bernards Work History

Tyler has 10 years of experience.

2019 - Present (3 years)

Sagepoint Financial, Inc

2019 - 2019 (< 1 year)

Triad Advisors

2019 - 2019 (< 1 year)

Resources Investment Advisors

2015 - 2019 (4 years)

Fidelity Brokerage Services LLC

2014 - 2014 (< 1 year)

Utah Valley Univiersity

2014 - 2014 (< 1 year)

Royal Wholesale Electric

2014 - 2015 (1 year)

Vivint

2012 - 2014 (2 years)

Church Of Jesus Christ Of Latter-Day Saints

2011 - 2012 (1 year)

Utah Valley University

2011 - 2012 (1 year)

Royal Wholesale Electric

2010 - 2011 (1 year)

Cedar Ridge Elementary School

2010 - 2010 (< 1 year)

Royal Wholesale Electric

Disclosures

Tyler Bernards has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Nicholas Fresolone
Woodbury, NJ
Maximilian Seymour
Newtown, PA
Donald Barrere
Kingwood, TX
Tyler Bernards
Orem, UT
Richard Grucz
Allen Park, MI
Evan Kvittem
Elk River, MN
Jeffrey Davis
Ashland, MA
Jory Head
Phoenix, AZ

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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