Tyler Dean Sass
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$819.1BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial, LLCJul 2026 to now
- Waterstone BankJul 2026 to now
- Associated Investment Services, Inc.May 2025 to Jul 2026
- LPL FinancialNov 2023 to May 2025
- Waterstone BankNov 2023 to May 2025
- W&s BrokerageJul 2022 to Nov 2023
- Western Southern LifeJul 2022 to Nov 2023
- E2 Retirement ConsultingJun 2021 to Jul 2022
- Harbour Investments, IncJun 2021 to Jul 2022
- Associated Investment Services, Inc.Jun 2016 to Jun 2021
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6428528
- Firm CRD
- 6413