Tyler Clark Quick

Advisor at Edward Jones

Updated today

Location

Burley, ID 83318

Credentials

CFP®, Series 66

Industry experience

7 years

About

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.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

388 N Overland Ave Suite A

Burley, ID 83318

Most active in

Idaho · Texas

Work history

Edward Jones

2018 - Present (8 years)

Main Steem Coffe

2017 - 2018 (1 year)

Mutual of Omaha Investor Services

2017 - 2017 (1 year)

Idaho State University

2013 - 2017 (4 years)

Lowes Home Improvement

2013 - 2017 (4 years)

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

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 licenses and has 24 years of industry experience. He has been with Mutual/United of Omaha since 2001. Outside of his advisory role, he owns an insurance agency, is involved in farming, and serves as a board member for St. Luke's Magic Valley Health Foundation and as vice president of the United Electric Cooperative. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved 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

Kyler R

Series 63, Series 65

Burley, ID

Portside Wealth Group, LLC

Kyler Redder is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Portside Wealth Advisors since 2023 and Townsquare Capital LLC since 2019. In addition to his advisory roles, Redder serves as adjunct faculty teaching finance at BYU Idaho. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on tailored, discretionary portfolio management utilizing model portfolios, sub-advisers, and third-party money managers, primarily recommending ETFs, equities, and mutual funds.

Retirement income strategy Cash flow / budgeting Founder/Business Owner Retired
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.

Options & derivatives strategies Private / alternative investments Concentrated stock management Annuities Retirement income strategy Executive
user avatar

Steven C

Series 63, Series 65

Burley, ID

Principal Financial Services

Steven Cook is a financial advisor with Principal Financial Services in Burley, Idaho, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Princor Financial Services Corp since 2013 and worked at Principal Life Insurance Company from 2013 to 2017. Outside of advising, he assists his family with a vending machine business through an LLC owned by his wife. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm focuses on direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions delivered primarily on a discretionary basis.

Retired Founder/Business Owner
user avatar

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 has held roles at Kalispell Regional Medical Center and The Healthcenter - Kalispell Regional Healthcare prior to joining Edward Jones in 2019. Hanson holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

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

Ellis B

Series 66

Burley, ID

Edward Jones

Ellis Bryant is a financial advisor with Edward Jones in Burley, Idaho, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a commercial rental property in Burley. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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