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Tyler Bradley Brueckner

Advisor at D.A. DAVIDSON & Co. — Gillette, WY

Updated today

Credentials

Series 66

Experience

12 years

Location

Gillette, WY 82718

D.A. DAVIDSON & Co. logo

D.A. DAVIDSON & Co.

Enterprise

Total advisors

693

Across 164 offices

Clients per advisor

98 High

Avg AUM per client

$552,040 Typical

HNW client ratio

27% High

About

Tyler Brueckner is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under fiduciary standards and participates in municipal underwriting activities, distinguishing it from many enterprise advisors.

Client services

Based on D.A. DAVIDSON & Co.

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

Expertise

Based on D.A. DAVIDSON & Co.

Wealth management Retirement income strategy

Occupation focus

Based on D.A. DAVIDSON & Co.

Founder/Business Owner Executive

Demographic focus

Based on D.A. DAVIDSON & Co.

HENRY (High Earners, Not Rich Yet) Established Professionals

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Fee options

Commissions

Brokerage services include commissions; Financial Advisors receive a percentage of production (25%-51%) based on revenue generated including commissions and fees.

Other

Account minimum: $20,000,000 Fee-only: Financial Planning Services fees are negotiable and generally range from $1,500 to $15,000 or more depending on complexity and nature of services.

Location

See office

Gillette, WY

546 Running W Drive

Gillette WY 82718

Advisors at this office

2

Most active in

Texas · Wyoming

Work history

12 years of industry experience

D.A. Davidson & Co.

2014 - Present • 12 years

Gillette, WY

Disclosures

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

Business activities & affiliations

user avatar

Terra N

Series 63, Series 65

Gillette, WY

Avantax Planning Partners, Inc.

Terra Norton is a financial advisor with Avantax Planning Partners, Inc. in Gillette, WY, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Prior to joining Avantax, Norton worked at ProEquities, Inc. for 16 years and has been a partner and accountant at Above The Line CPAs since 2003. She serves as a volunteer board member for the Women's Resource Center of Northeast Wyoming, a nonprofit crisis pregnancy center. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based style allocation strategies and discretionary portfolio management. The firm operates within a larger corporate group and offers tax-intelligent overlays, centralized trading, and access to pension consulting through affiliated entities.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Attorney
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Lori H

Series 63, Series 65

Gillette, WY

D.A. DAVIDSON & Co.

Lori Hubbard is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with the firm since 1996. In addition to her advisory role, she serves as a Notary Public for the State of Wyoming. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals

Whitney J

Series 66

Gillette, WY

Lincoln Investment

Whitney Jelinek is a financial advisor at Lincoln Investment with eight years of industry experience. She previously worked at Edward Jones for nine years and has additional experience at Campbell County Senior Center and Beach Body. Outside of her advisory role, Whitney maintains a crochet hobby through her small business, Whitney Stitches. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs utilizing both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Founder/Business Owner Retired Mid-Career Professionals
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Angela C

Series 63, Series 66

Gillette, WY

Empower Advisory Group

Angela Claggett is a financial advisor with Empower Advisory Group in Gillette, Wyoming, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Madison R

Series 65, Series 63

Gillette, WY

Eagle Strategies (NY Life)

Madison Robidart is a financial advisor with Eagle Strategies (New York Life) in Gillette, Wyoming, holding Series 65 and Series 63 licenses with five years of industry experience. She operates Summit Ridge Financial Group LLC, which brokers non-registered insurance products and sells New York Life offerings. Additionally, she manages a local networking group called Momtrepreneurs of Wyoming. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Joshua P

Series 63, Series 65

Gillette, WY

Tlg Advisors, Inc.

Joshua Pierce is a financial advisor with TLG Advisors, Inc. based in Gillette, Wyoming, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His previous roles include positions at The Leaders Group, Inc., LPL Financial, LLC, and First Northern Bank of Wyoming. Outside of advising, he manages Timber Creek Ranch, where he is involved in cattle feeding and raising calves, and he also engages in public speaking on financial topics. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charities, corporations, and institutional investors. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a digital investment program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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