Tyler Schaefer
Investment Adviser Representative at Schwab Wealth Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tyler Schaefer is an investment adviser representative with Schwab Wealth Advisory, Inc. in Lone Tree, CO, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado and Texas.
Office
Advisors at this office: 228
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
- Broker:
37 states and territories
Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- KeyBank/Key CorpOct 2021 – Dec 2022Denver, CO
- Valley National BankAug 2021 – Oct 2021Tampa, FL
- First Option MortgageMay 2021 – Aug 2021Tampa, FL
- Bank of AmericaDec 2020 – May 2021Tampa, FL
- Wells FargoAug 2017 – Dec 2020Largo, FL
- United States ArmyAug 2015 – May 2017Fort Carson/Colorado Springs, CO
- Villa SportJul 2017 – Sep 2017Colorado Springs, CO
- UnemployedJun 2017 – Jun 2017Colorado Springs, CO
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 – Oct 2023Denver, CO
- Bank of America, N.A.Dec 2022 – Oct 2023Denver, CO
- Key Investment Services LLCApr 2022 – Dec 2022Denver, CO
- J.P. Morgan Securities LLCOct 2023 – Feb 2025Lafayette, CO
- JPMorgan Chase Bank, N.A.Oct 2023 – Feb 2025Lafayette, CO
- RoverDec 2024 – no end date reportedSeattle, WA
- Charles Schwab & Co., Inc.Mar 2025 – no end date reportedOrlando, FL
- Schwab Wealth Advisory, Inc.Mar 2025 – no end date reportedOrlando, FL
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Schwab Wealth Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tyler Schaefer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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