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Tyler E

Series 66

Cincinnati, OH

Cetera

Tyler Eckstein is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. He has worked at several firms, including Long Schaefer Financial Advisors and Avantax Advisory Services. Outside of his advisory role, he is a partner in a residential rental property management business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting advisors with discretionary and non-discretionary strategies across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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