Tyler
Schenk
Capita Financial Network, LLC
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About this Advisor
Tyler Schenk is a financial advisor based in Sandy, Utah with 1 year of industry experience. Schenk works at Capita Financial Network, LLC. During their career, the advisor has held roles at Weber High School, Lee'S Marketplace, Csm Bakery, Church Of Jesus Christ Of Latter Day Saints, Connexion Point, Aptive Environmental, Utah Valley University and Capita Financial Network. Schenk maintains a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Utah. Capita Financial Network, LLC is an advisory company that has its headquarters in Sandy, UT. The firm has a total of 31 financial advisors. It has $1 billion in assets under management between its 4,297 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 4,297 accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees vary depending on which service is provided. Fee types charged by Capita Financial Network, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capita Financial Network, LLC Brokerage Details
$1,163,105,301
31
4,297
$270,678
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Tyler Schenk Work History
Tyler has been registered as a financial advisor for 1 years.*
Capita Financial Network
Aptive Environmental
Connexion Point
Utah Valley University
Csm Bakery
Church Of Jesus Christ Of Latter Day Saints
Lee'S Marketplace
Weber High School
*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 Schenk 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 Capita Financial Network, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
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.
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