Tyler James Tenney
Investment adviser representative at Sfmg Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3BFirm 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 assetsFixed 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.
- Sfmg Wealth AdvisorsApr 2026 to now
- DeloitteJun 2021 to Apr 2026
- Farmers InsuranceMar 2019 to Dec 2019
- Clearlink Insurance AgencyAug 2018 to Mar 2019
- Utah Valley UniversityMay 2017 to May 2021
- Church of Jesus ChristMay 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sfmg Wealth Advisors
Legal name: Sfmg, LLC.
$3BAssets managed
982Clients
16Advisers
33 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
- 8314434
- Firm CRD
- 107548