Tyler Joseph Burns
Investment adviser representative at Compass Ion Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.6BFirm 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
Experience
12 years in the industry.
- Compass Ion Advisors, LLCAug 2023 to now
- Keel Point Capital, LLCAug 2023 to now
- Ballentine Capital AdvisorsSep 2020 to Aug 2023
- Efficient Advisors LLCJan 2019 to Aug 2020
- Captrust Financial AdvisorsSep 2018 to Dec 2018
- Delaware Claims Processing FacilityMay 2017 to Aug 2017
- Klondike KaterJan 2017 to Dec 2018
- StudentAug 2014 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Compass Ion Advisors, LLC
$1.6BAssets managed
1,204Clients
17Advisers
13 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
- 7293847
- Firm CRD
- 166418