Tyler Loch
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
11 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$14.4BFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCJul 2018 to now
- AlerusMay 2017 to Jul 2018
- Bremer BankDec 2016 to May 2017
- AlerusMay 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 10 states (CT, FL, GA, IL, MA, MN, NC, PA, TX, WI).
Cliftonlarsonallen Wealth Advisors, LLC
$14.4BAssets managed
7,354Clients
99Advisers
26 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
- 6994226
- Firm CRD
- 38357