Tyler T Osterloo

Current Employers

Xcelsior Advisor Partners Llc

Scottsdale, AZ • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-08-26

AZ RA
APPROVED

Since 2026-08-26

Branch Locations

14624 Scottsdale Road Suite 195, Scottsdale, AZ 85254 • United States

Scottsdale, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Robert W Baird	Sioux Falls	SD	09/2018	07/2026
Cortrust Bank	Sioux Falls	SD	08/2016	08/2018
Reeg Private Wealth Dba Xcelsior Advisor Partners	Scottsdale	AZ	07/2026	Present
Simplicity Investments	Summit	NJ	08/2026	Present

09/2018 → 07/2026

Robert W Baird

Sioux Falls, SD
08/2016 → 08/2018

Cortrust Bank

Sioux Falls, SD
07/2026 → Present

Reeg Private Wealth Dba Xcelsior Advisor Partners

Scottsdale, AZ
08/2026 → Present

Simplicity Investments

Summit, NJ

Previous Registrations

2023-09-29 → 2026-08-17

Robert W. Baird & Co. Incorporated

Scottsdale, AZ

Other Businesses

1.) REEG PRIVATE WEALTH - 7/24/26 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Senior Client Specialist, All client inquiries to onboarding new clients, client service related questions & off boarding clients, Invt Rel, IAR firm, 160 hrs/mo; 160 hrs/mo (during trading hours).

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-28

S66 Uniform Combined State Law Examination

2023-09-28

View on SEC IAPD