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Kyler J Redder

Advisor at Portside Wealth Group, LLC — Burley, ID

Updated today

Credentials

Series 63, Series 65

Experience

7 years

Location

Burley, ID 83318

Portside Wealth Group, LLC logo

Portside Wealth Group, LLC

Multi-team

Total advisors

57

Across 22 offices

Clients per advisor

110 Very High

Avg AUM per client

$196,052 Very Low

HNW client ratio

33% High

About

Kyler Redder is a financial advisor at Portside Wealth Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Townsquare Capital LLC and Tucker Asset Management LLC. Redder also serves as adjunct faculty at BYU Idaho, where he teaches finance. Portside Wealth Group is a multi-advisor wealth management firm that offers discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, and modern portfolio theory approaches in managing client accounts and provides related legal and accounting services through affiliated professionals.

Client services

Based on Portside Wealth Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Portside Wealth Group, LLC

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments

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Fee options

Fixed

General consulting services at annual flat fee, negotiable; project fees for financial planning $100 to $10,000

Percentage

$0+: 0% to 2% annually depending on account size, complexity, and level of administration +:

Commissions

Commissions earned by advisory representatives if selling insurance or securities products, separate from advisory fees

Project-based

Financial planning hourly fees range $150 to $350 per hour, negotiable

Other

Fee-only: Hourly fees for financial planning $150-$350/hour; project fees $100-$10,000

Location

See office

Burley, ID

2611 Overland Ave

Burley ID 83318

Advisors at this office

1

Most active in

Idaho · Texas

Work history

7 years of industry experience

Portside Wealth Advisors

2023 - Present • 3 years

Provo, UT

Townsquare Capital LLC

2019 - Present • 7 years

Burley, ID

Tucker Asset Management LLC

2019 - 2019 • 1 year

Littleton, CO

Byu Idaho

2016 - Present • 10 years

Rexburg, ID

Wrangler Insurance Inc

2014 - Present • 12 years

Paul, ID

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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Boaz K

Series 65

Burley, ID

Rightoak Asset Management, LLC

Boaz Koski is a financial advisor at Rightoak Asset Management, LLC with a Series 65 designation and one year of industry experience. He previously worked as an independent contractor and served seven years in the U.S. Army. RightOak Asset Management is an SEC-registered firm serving retirement plans, corporations, families, and individual accounts through discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, value-oriented investment approach supported by proprietary quantitative models and offers estate-planning services via an online platform, combining traditional advisory services with digital tools and external partnerships.

Private / alternative investments ESG / Sustainable investing Real estate investing
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David H

Series 63, Series 65

Rupert, ID

Mutual Of Omaha Investor Services, Inc.

David Hruza is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 designations and has 25 years of experience with Mutual/United of Omaha. Outside of his advisory work, he owns and operates HRUZA Insurance Agency LLC and Fawnwood Farms, and serves on the boards of St. Luke's Magic Valley Health Foundation and United Electric Cooperative, where he is vice president. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform with Envestnet and emphasizes the use of MOIS-approved model portfolios and third-party managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

Robert O

Series 65

Burley, ID

Legacy Wealth Management, LLC

Robert Oakes is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has been affiliated with Phillips, Oakes, Goodwin, Crane, PLLC since 1992. Outside of his advisory role, he is a part-owner of several commercial real estate businesses. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities to support client needs.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities

Tyler C

CFP®, Series 66

Burley, ID

Edward Jones

Tyler Clark Quick is a financial advisor with Edward Jones in Burley, Idaho, holding the CFP® designation and a Series 66 license. He has seven years of industry experience, including prior roles at Mutual of Omaha Investor Services and Main Steem Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branches across the United States.

General retirement planning Retired Founder/Business Owner Executive
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Clayne Josiah H

Series 66

Burley, ID

Edward Jones

Clayne Josiah Hanson is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked in healthcare roles at Kalispell Regional Medical Center and The Healthcenter - Kalispell Regional Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory strategies through a large network of financial advisors and branch offices nationwide.

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

Steven C

Series 63, Series 65

Burley, ID

LPL Financial

Steven Cook is a financial advisor with LPL Financial in Burley, Idaho, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His prior roles include positions at Princor Financial Services Corp, Principal Life Insurance Company, Solitude Wealth Advisors, and Global Financial Private Capital. Outside of advising, he assists his family in their vending machine business through an LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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