Tyler Kay Wilkinson

Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1994 → Present
  Sole-Proprietor
  St George, UT
• 01/2003 → Present
  Soltis Investment Advisors
  St. George, UT

Previous Registrations

• 1997-04-22 → 2011-12-12
  Soltis Investment Advisors, Inc.
  St. George, UT

Other Businesses

TYLER K. WILKINSON, SOLE-PROPRIETOR, PROFESSIONAL SPEAKER (NOT INVESTMENT RELATED) 837 E 970 S CIRCLE ST GEORGE UT 84790, OWNER, INSPIRATIONAL SPEAKER SINCE MARCH 1994, HOURS PER MONTH DEVOTED TO THIS BUSINESS: 5; HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING: 0; DUTIES: PROVIDE SPEAKING SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-26