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Tyler Lynn Johnson

Advisor at LPL Financial — Council Bluffs, IA

Updated today

Credentials

Series 66

Experience

6 years

Location

Council Bluffs, IA 51503

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Tyler Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2017 and also has a background in agricultural business through his ongoing involvement with Lynn F. Johnson Farm Corp. 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 financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Council Bluffs, IA

928 Valley View Dr Ste 18

Council Bluffs IA 51503

Advisors at this office

1

Most active in

Iowa · Texas

Work history

6 years of industry experience

LPL Financial

2020 - Present • 6 years

Council Bluffs, IA

LPL Financial

2017 - 2020 • 3 years

Council BLuffs, IA

Lynn F. Johnson Farm Corp.

2013 - Present • 13 years

Essex, IA

Investment Centers of America

2011 - 2017 • 6 years

Council Bluffs, IA

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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Bruce A

Series 66

Omaha, NE

Commonwealth Financial Network

Bruce Aken Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth since 2023 and co-owns Nelson Murphy Insurance & Investments, a private entity involved in securities, advisory, and insurance business. His prior experience includes roles at Securities America Advisors, Guardian Life Insurance, and Park Avenue Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad platform of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Chad B

Series 65

Omaha, NE

Reserve Wealth Planning

Chad Burger is a financial advisor at Reserve Wealth Planning in Omaha, NE, holding a Series 65 credential with two years of industry experience. Prior to his current role, he spent ten years at Precision Lens and concurrently works as a Senior Account Executive at Johnson & Johnson Vision, where he provides ophthalmic advice and sells medical products. Reserve Wealth Planning offers comprehensive wealth management services to individuals, high-net-worth clients, and charitable organizations, combining investment management with financial planning. The firm employs a holistic, goal-based planning process and primarily uses passive, low-turnover portfolios while accommodating socially responsible investing preferences.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Approaching retirement Baby Boomers (Born 1946-1964)
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Eric H

CFP®, Series 66

Papillion, NE

ARC Element Wealth Design

Eric Horne is a CFP® with 21 years of industry experience, currently serving as the sole advisor at ARC Element Wealth Design in Papillion, NE. His prior experience includes roles at Charles Schwab and TD Ameritrade, where he worked for over 18 years. ARC Element Wealth Design is an independent advisory firm serving individuals, high-net-worth clients, and fiduciary entities such as trusts and estates. The firm manages approximately $29.5 million across about two dozen clients, providing portfolio management, financial planning, and educational communications like newsletters and seminars. The investment approach focuses on strategic asset allocation using ETFs, mutual funds, selective individual securities, option strategies, and active management, with portfolios implemented through model portfolios, automated tax-management tools, and occasional sub-advisers.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Real estate investing
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Jason W

CFA®, Series 63

Omaha, NE

Longview Investment Management LLC

Jason Williams is a CFA® charterholder and financial advisor with six years of industry experience. He has been with LongView Investment Management LLC since 2019 and previously worked at Wells Fargo Bank from 2015 to 2019. LongView Investment Management LLC is an independent advisory firm serving approximately 33 clients with $7.5 million in discretionary assets. The firm provides discretionary portfolio management and comprehensive financial planning to individuals, charitable organizations, and corporations, using a primarily passive investment approach based on Modern Portfolio Theory.

Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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Thomas J

Series 65

Omaha, NE

Thomas Jackson Family Office, Inc.

Thomas Jackson is a Series 65-licensed advisor with 22 years of industry experience. He is the sole advisor at Thomas Jackson Family Office, Inc. in Omaha, NE, and has served as a director at Enterprise Bank, N.A. since 2003. Outside of advisory work, Jackson holds leadership and partnership roles in multiple private real estate and member-managed LLCs. Thomas Jackson Family Office provides non-discretionary advisory services to a select group of individuals, trusts, estates, and charitable organizations by introducing clients to third-party money managers and coordinating ongoing monitoring. The firm’s model emphasizes client-to-manager matching and involvement in private real estate entities, focusing more on referrals and alternative real estate activities than direct portfolio management.

Real estate investing
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Sherry T

Series 65

Omaha, NE

Doctors Family Office LLC

Sherry Taxman is a Series 65-licensed financial advisor with 13 years of industry experience, currently serving as the sole advisor at Doctors Family Office LLC in Omaha, NE. She has been with the firm since 2014. Doctors Family Office provides financial planning and consulting primarily to medical professionals, including physicians, dentists, and veterinarians, focusing on comprehensive planning areas such as retirement, tax and estate analysis, and risk management. The firm does not manage client portfolios directly but assists clients with planning, periodic reviews, and selecting third-party advisory programs.

General estate planning guidance Tax strategies for small businesses Doctor or Medical Professional Dentist Veterinarian
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