Tyler Keck

Advisor at Edward Jones

Updated today

Location

Monte Vista, CO 81144

Credentials

Series 66

Industry experience

7 years

About

Tyler Keck is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, he is an officer at Alamosa Home LLC, a retail furniture sales business in Alamosa, Colorado. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory programs, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management

Occupation focus

Founder/Business Owner

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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

806 1 St Avenue

Monte Vista, CO 81144

Most active in

Colorado · Texas

Work history

Edward Jones

2018 - Present (8 years)

Tata Chemicals (Soda Ash) Partners

2014 - Present (12 years)

Disclosures

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

Business activities & affiliations

Michelle R

Series 66

Monte Vista, CO

Edward Jones

Michelle Roepke is a financial advisor at Edward Jones in Monte Vista, Colorado, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Christine S

Series 66

Del Norte, CO

Raymond James Financial

Christine Shahan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James since 2014 and also has experience with The First National Bank of Ballinger since 2012. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through multiple platforms, emphasizing advisory services supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar

Robert M

Series 66

Del Norte, CO

Edward Jones

Robert Mc Connell IV is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current role since 2014. His credentials include a Series 66 license. Outside of his advisory work, he owns a rental property in Del Norte, Colorado. 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 programs and investment strategies, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.

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