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Tyler Jay Vanderbeek

KEYSTONE WEALTH ADVISORS, LLC·LOGAN, Utah
Series 7, Series 66CFPClean record18 years registeredKEYSTONE WEALTH ADVISORS, LLC
595 S. RIVERWOODS PKWY, LOGAN, UT 84321CRD# 5311989Firm CRD# 158234

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tyler Jay Vanderbeek · LOGAN, UT
Registration
CRD #5311989 · KEYSTONE WEALTH ADVISORS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CONNECT FINANCIAL ADVISORS
Jul 2022 – present
KEYSTONE WEALTH ADVISORS
Sep 2011 – Oct 2022
LOGAN, UT
LPL FINANCIAL LLC
Mar 2008 – Jun 2011
LOGAN, UT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · March 28, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KEYSTONE WEALTH ADVISORS, LLC
CRD 158234 · SEC 801-79615
AUM
$32M
Regulatory assets under management
Employees
3
552 client accounts
Services offered by KEYSTONE WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KEYSTONE WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Tyler Jay Vanderbeek offer?
Tyler Jay Vanderbeek specializes in Financial Planning, Investment Management. Contact their office in LOGAN, Utah for a consultation.
What are Tyler Jay Vanderbeek's credentials?
Tyler Jay Vanderbeek holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Tyler Jay Vanderbeek located?
Tyler Jay Vanderbeek is based in LOGAN, Utah, working with KEYSTONE WEALTH ADVISORS, LLC. Their office serves clients in the LOGAN metropolitan area and surrounding communities.
How does Tyler Jay Vanderbeek charge for services?
Tyler Jay Vanderbeek's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEYSTONE WEALTH ADVISORS, LLC?
KEYSTONE WEALTH ADVISORS, LLC has approximately 3 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KEYSTONE WEALTH ADVISORS, LLC

Gordon Levi Nelson
LOGAN, UT
James Don Vanderbeek
LOGAN, UT

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