Tyson R Lokke

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 04/2015 → 07/2019
  United Capital Financial Advisers, Llc
  Las Vegas, NV
• 07/2019 → 10/2023
  Goldman Sachs
  Las Vegas, NV
• 10/2023 → 01/2025
  Farther Finance Advisors, Llc
  Reno, NV
• 01/2025 → Present
  Savvy
  Reno, NV

Previous Registrations

• 2023-10-09 → 2025-01-21
  Farther
  Reno, NV
  San Francisco, CA
  Reno, NV
• 2015-11-10 → 2023-11-03
  United Capital Financial Advisors
  Las Vegas, NV
  Las Vegas, NV
  Reno, NV
  Reno, NV
  Irving, TX
• 2014-08-12 → 2015-04-21
  Msi Financial Services, Inc.
  Las Vegas, NV
• 2013-04-01 → 2014-05-06
  Ameriprise Financial Services, Llc
  Las Vegas, NV

Other Businesses

Managing Partner and Independent Insurance Agent at Wealth Vision LLC; Legal entity used for insurance and marketing of advisory services. Start Date: January 20, 2025. Investment Related. Approximately 20 hours per month dedicated to insurance activities.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-30

Designations

• Certified Financial Planner

Other Names

• Tyson Lokke
• Tyson Robert Lokke