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Current Employers
Portside Wealth Group, Llc

3507 N University Ave Suite 150, Provo, UT 84604 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-20
ID RA APPROVED 2023-05-08
  • TX RA
    APPROVED_RES
    Since 2024-02-20
  • ID RA
    APPROVED
    Since 2023-05-08

Branch Locations

2611 Overland Ave, Burley, ID 83318 • United States

3507 N University Ave Suite 150, Provo, UT 84604 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wrangler Insurance Inc Paul ID 05/2014 Present
Tucker Asset Management Llc Littleton CO 08/2019 12/2019
Townsquare Capital Llc Burley ID 12/2019 Present
Byu-Idaho Rexburg ID 08/2016 Present
Portside Wealth Advisors Provo UT 05/2023 Present
  • 05/2014 → Present
    Wrangler Insurance Inc
    Paul, ID
  • 08/2019 → 12/2019
    Littleton, CO
  • 12/2019 → Present
    Burley, ID
  • 08/2016 → Present
    Byu-Idaho
    Rexburg, ID
  • 05/2023 → Present
    Portside Wealth Advisors
    Provo, UT
Previous Registrations
Other Businesses

05/2014-present; Kyler Redder- self; Agent for fixed life and annuity products; 90% of income, fixed product only. 08/2016-present; BYU IDAHO- Redders Showkase; adjunct faculty; teaching finance; non investment related. 5% of income

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-01
S63 Uniform Securities Agent State Law Examination 2009-07-23
  • S65 Uniform Investment Adviser Law Examination
    2017-09-01
  • S63 Uniform Securities Agent State Law Examination
    2009-07-23

View on SEC IAPD

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