Unclaimed Profile

Tyler Scott Olson

LONE PEAK ADVISERS, INC.·DRAPER, Utah

SIE, Series 6, Series 63, Series 65Clean record9 years registeredLONE PEAK ADVISERS, INC.

11650 SOUTH STATE STREET, DRAPER, UT 84020CRD# 4273188Firm CRD# 296772

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tyler Scott Olson · DRAPER, UT

Registration

CRD #4273188 · LONE PEAK ADVISERS, INC. · 9 years registered

Brand Profile

Not yet started

Career History

ASCEND INVESTMENT MANAGEMENT, LLC

Jun 2020 – present

LONE PEAK ADVISERS, INC.

Aug 2018 – Mar 2020

DRAPER, UT

LEGACY PLANNING GROUP

Jan 2018 – Aug 2018

DRAPER, UT

TRANSAMERICA FINANCIAL ADVISORS, INC.

Mar 2017 – Dec 2017

AMERICAN FORK, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · March 17, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LONE PEAK ADVISERS, LLC

CRD 296772 · SEC 801-127627

AUM

$115M

Regulatory assets under management

Employees

548 client accounts

Services offered by LONE PEAK ADVISERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LONE PEAK ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Tyler Scott Olson offer?

Tyler Scott Olson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DRAPER, Utah for a consultation.

What are Tyler Scott Olson's credentials?

Tyler Scott Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tyler Scott Olson located?

Tyler Scott Olson is based in DRAPER, Utah, working with LONE PEAK ADVISERS, INC.. Their office serves clients in the DRAPER metropolitan area and surrounding communities.

How does Tyler Scott Olson charge for services?

Tyler Scott Olson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LONE PEAK ADVISERS, INC.?

LONE PEAK ADVISERS, INC. has approximately 10 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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