Tyler Keegan

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

• 03/2017 → 12/2017
  Arizona Diamondbacks
  Phoenix, AZ
• 10/2016 → 12/2017
  Sports And Entertainment Services Llc
  Phoenix, AZ
• 10/2015 → 02/2017
  Grand Canyon University
  Phoenix, AZ
• 11/2014 → 12/2017
  Phoenix Speedway Llc
  Avondale, AZ
• 10/2013 → 10/2016
  Sports And Entertainment Services Llc
  Phoenix, AZ
• 03/2013 → 10/2016
  Sports And Entertainment Services Llc
  Phoenix, AZ
• 10/2011 → 12/2017
  Rio Salado College
  Tempe, AZ
• 12/2017 → 07/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 03/2018 → 06/2023
  Arizona Diamondbacks
  Phoenix, AZ
• 09/2023 → 02/2025
  United Planners Financial Services
  Scottsdale, AZ
• 04/2025 → 03/2026
  Vanderbilt Securities, Llc
  Woodbury, NY
• 03/2026 → Present
  Osaic Wealth Inc
  Scottsdale, AZ

Previous Registrations

• 2025-04-24 → 2025-11-07
  Consolidated Portfolio Review Corp
  Woodbury, NY
• 2025-04-24 → 2025-11-07
  Vanderbilt Advisory Services
  Woodbury, NY
• 2024-04-08 → 2025-03-14
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-01-26
• S63 Uniform Securities Agent State Law Examination
  2018-01-08

Other Names

• Tyler Max Keegan
• Tyler Keegan