Tyler Whalen, CRPC

Senior Financial Advisor, Vice President - Investments

About

Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.

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Learn About Me

Tyler Whalen, CRPC

Senior Financial Advisor
Vice President - Investments

Phone: 303.784.7762
Email: Tyler.Whalen@wellsfargo.com
As a Financial Advisor with Wells Fargo Advisors, my mission is to provide clients with comprehensive financial advice, delivered with the highest level of personal service and professional integrity. The development of an investment strategy for the accumulation, preservation, distribution, and transfer of wealth requires careful planning. Such planning is not a single event, it is a process. As the circumstances in your life change, so must the investment approach I use to stay on course towards meeting your objectives. That is why we work together, to design an investment plan that addresses your specific needs now, and in the future.

My wife and I, along with our 2 daughters, live in Parker, Colorado, where we remain actively involved in our community, and enjoy the many outdoor recreational activities our state provides.

I look forward to working with you and your family. For more information about how I can help you pursue and achieve your financial goals, please contact me.

Experience
  • 2022 - Present : Wells Fargo Advisors, Financial Advisor
  • 2018 - 2022 : U.S. Bancorp Investments, Financial Advisor
  • 2011 - 2018 : Wells Fargo Advisors, Financial Advisor
  • 2007 - 2011 : Wells Fargo Bank, Private Banker

Education
  • University of Colorado: B.S., Business Administration






Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, KS, MS, NM, NY, TX, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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