Best Investors Account Sign in
Inactive

Tyler James Tenney

Sfmg Wealth Advisors

Plano, TX

CRD 8314434

Claim This Profile
Employer firm

Sfmg Wealth Advisors CRD 107548

$2.96B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Sfmg Wealth Advisors

3960 Dallas Parkway Suite 400, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-22
  • TX RA
    APPROVED
    Since 2026-07-22

Branch Locations

3960 Dallas Parkway Suite 400, Plano, TX 75093 • 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
Sfmg Wealth Advisors Plano TX 04/2026 Present
Deloitte Dallas TX 06/2021 04/2026
Farmers Insurance South Jordan UT 03/2019 12/2019
Clearlink Insurance Agency Orem UT 08/2018 03/2019
Utah Valley University Orem UT 05/2017 05/2021
Church Of Jesus Christ Redwood City CA 05/2016 05/2017
  • 04/2026 → Present
    Plano, TX
  • 06/2021 → 04/2026
    Deloitte
    Dallas, TX
  • 03/2019 → 12/2019
    Farmers Insurance
    South Jordan, UT
  • 08/2018 → 03/2019
    Clearlink Insurance Agency
    Orem, UT
  • 05/2017 → 05/2021
    Utah Valley University
    Orem, UT
  • 05/2016 → 05/2017
    Church Of Jesus Christ
    Redwood City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-12
  • S65 Uniform Investment Adviser Law Examination
    2025-06-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor