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Tyler Oakley Kaluza

Investment adviser representative at Becker Capital Management, Inc.
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$5.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Becker Capital Management, Inc.May 2019 to now
  2. Cornerstone Advisors, Inc.Jun 2014 to May 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 4 states (ID, OR, TX, WA).

Becker Capital Management, Inc.

Legal name: Becker Capital Management Inc

$5.7BAssets managed
841Clients
23Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6166872
Firm CRD
110489
Advisor's SEC record (opens in a new tab)
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