Tyler James Barrientos

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 06/2022 → 08/2023
  Mariner Wealth Advisors
  Omaha, NE
• 03/2021 → 05/2022
  Feltz Wealthplan
  Omaha, NE
• 03/2020 → 03/2021
  Student
  Lincoln, NE
• 01/2020 → 03/2020
  Amgl, P.C.
  Grand Island, NE
• 08/2019 → 01/2020
  Contryman Associates, P.C.
  Grand Island, NE
• 06/2016 → 06/2019
  Lutz & Company
  Hastings, NE
• 10/2023 → 12/2023
  Instrumental Wealth, Llc
  Tampa, FL
• 12/2023 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2022-07-14 → 2023-08-21
  Mariner
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-21