Tyler Tingey Holbrook

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2000 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 01/2015 → Present
  Goldenwest Credit Union
  Odgen, UT
• 05/2022 → Present
  Lpl Financial Llc
  Layton, UT

Previous Registrations

• 2002-02-21 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Layton, UT
  Layton, UT
  Layton, UT
  Ogden, UT
  Bluffdale, UT

Other Businesses

1.05/13/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name MEMBERS Financial Services; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.05/13/2022; Goldenwest CU; Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 12/01/2000; 160hrs/mth; hrs during trading 3.05/13/2022; Goldenwest Insurance Agency; Property and Casualty; Investment Related; at Reported Business Location(s); Start Date 01/01/2015; 40hrs/mth; hrs during trading 4.08/19/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Goldenwest Investment Services; Investment Related; at Reported Business Location(s); Start Date 08/24/2026; 160hrs/mth; 140hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  1999-07-21

Other Names

• Tyler Tingey Holbrook