Advisor profile


My approach

Tyler Whittier - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Tyler Whittier - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Insurance
  • Family Finances
  • Investment Management
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Retirement Income Strategies
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Minnesota, Duluth Bachelors of Business Administration - Finance

Interests

I was born and raised in Minneapolis, MN and go back to visit my family and friends as often as possible, though the winters do seem a lot colder now that I reside in the desert. My family is a huge part of my life and I am very close with my younger brother who recently started his career in Computer Science. I truly enjoy helping people overcome their concerns and accomplish their financial goals in addition to constantly growing my knowledge in the financial field. I am passionate about my golf game and enjoy spending time on the softball diamond as well as a good scotch every once in a while.

Community participation

I volunteer with Spread the Word Nevada, an organization dedicated to advancing early childhood literacy by placing books into the hands of children within Southern Nevada’s at-risk, low income communities.

Awards & recognition

  • Ameriprise Circle of Success, 2016-2017