Tyler T Osterloo
Investment adviser representative at Xcelsior Advisor Partners LLC
10 yearsExperience
1 stateRegistered in
$2.5BFirm assets
1 yearFirm in business
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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
10 years in the industry.
- Xcelsior Advisor Partners LLCAug 2026 to now
- Simplicity InvestmentsAug 2026 to now
- Reeg Private Wealth dba Xcelsior Advisor PartnersJul 2026 to now
- Robert W BairdSep 2018 to Jul 2026
- Cortrust BankAug 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Xcelsior Advisor Partners LLC
$2.5BAssets managed
1,501Clients
21Advisers
1 yearIn 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
- 7012737
- Firm CRD
- 334779