Tyler
Schenk
Capita Financial Network, LLC
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About this Advisor
Tyler Schenk is a financial advisor based in Sandy, Utah, working with Capita Financial Network, LLC. Tyler has previously held positions 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. Tyler has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Tyler is part of Capita Financial Network, LLC, which operates out of Sandy, Utah. The firm has 1 office and 40 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Capita Financial Network, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capita Financial Network, LLC Brokerage Details
$1,461,172,171
40
4,976
$293,644
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
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
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 6/19/2024. 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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