Tyler Patrick Conley
Advisor at XYPN Sapphire — Des Moines, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
9 years
Location
Des Moines, IA 50312
XYPN Sapphire
Multi-team
Ever since the third grade, I knew I wanted to be a financial planner, following in the footsteps of my father who was also a CFP®. His unexpected passing transformed that childhood dream into a calling. I feel truly blessed to pursue this profession, especially since few people have the privilege of fulfilling a lifelong aspiration. Over the years, I have earned extensive education, credentials, and professional experience through respected institutions, including Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Exit Planning Advisor® (CEPA®) designations. I also hold an MBA in Finance from the University of Minnesota and a B.S. in Finance and International Business from Iowa State University. My leadership includes serving two terms as President of the Financial Planning Association of Iowa. Now, twenty years after my father’s passing, I am honored to continue our family legacy through the resurrection of Conley Capital Management, upholding his values while fulfilling my passion for serving clients with integrity and true fiduciary care.
Unlike many firms that impose rigid asset minimums or cookie-cutter models, Conley Capital Management recognizes that every financial journey looks different. As a serial entrepreneur myself, I understand the importance of reinvesting in one’s vision, which sometimes means not having large investment accounts ready to be managed. For this reason, we offer multiple client engagement options designed to provide long-term fiduciary guidance no matter your stage of life or circumstances.
Based on XYPN Sapphire
Starting at 1.5%
Our fee structure works on a tiered basis where larger relationships attain a lower blended fee percentage. Relationships typically start between $500k-5MM.
Des Moines, IA
6000 Grand Ave, Suite C
Des Moines IA 50312
Advisors at this office
1
Iowa
9 years of industry experience
Conley Capital Management
2025 - Present • 1 year
Ankeny, IA
XYPN Invest
2025 - Present • 1 year
Bozeman, MT
Syverson Strege
2019 - Present • 7 years
West Des Moines, IA
Legacy Financial Group, LLC dba Spectrum Advisory Services
2017 - 2019 • 2 years
Des Moines, IA
Cargill Risk Management
2012 - 2017 • 5 years
Hopkins, MN
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Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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