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Amanda Tyler

Advisor at Fidelity

Updated today

Location

Mt. Pleasant, UT

Credentials

Series 63, Series 66

Industry experience

7 years

About

Amanda Tyler is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2018. Her prior experience includes roles at SelectHealth Insurance and Brigham Young University - Idaho. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

Mt. Pleasant, UT

Most active in

Texas · Utah

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Brokerage Services, LLC

2018 - Present (8 years)

SelectHealth Insurance

2017 - 2018 (1 year)

Brigham Young University - Idaho

2016 - 2017 (1 year)

Wendy's

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Austin R

Series 63, Series 65

Fairview, UT

Lakeshire Financial

Austin Russell is a financial advisor at Lakeshire Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PWJohnson Wealth and Legacy, Fidelity Investments, and Lyft and Uber. Outside of financial advising, he has experience with Russell Marketing Inc. Lakeshire Financial is a state-registered investment adviser serving individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm focuses on passive investment management using index mutual funds and ETFs, complemented by fundamental and cyclical analysis, and offers both project-based and ongoing financial planning services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Tax-loss harvesting

Colten O

CFP®, Series 66

Ephraim, UT

Edward Jones

Colten Orton is a CFP®-designated financial advisor with Edward Jones, bringing three years of industry experience. He previously worked at Merrill and has been affiliated with Utah Valley University since 2017. Colten is also a partner in a salon business owned by his wife, where he occasionally assists for tax purposes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General retirement planning Wealth management Founder/Business Owner

David L

Series 63, Series 66

Ephraim, UT

Edward Jones

David Larsen is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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