Bruce Tynan

Wealth Advisor

Role: Wealth Advisor at Carson Wealth
Location: Salt Lake City, UT, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Bruce Tynan

I genuinely enjoy building meaningful relationships and taking the time to understand…

Experience

Wealth Advisor
Carson Wealth
Sep 2023 — Present
Securites offered through Cetera Advisor Networks LLC, Member FINRA/SIPC.(For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above.) Investment advisory services offered through CWM, LLC, and SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under seperate ownership for any other named entity.

Education

University of Utah
Bachelor's
2009 — 2013

Skills

Sales
Teamwork
Microsoft Excel
Microsoft Office
Accounting
Data Analysis
Customer Service
Statistics
Statistical Software
Technical Writing
Economics
Econometrics
Quickbooks
Communication

Contact information

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Work email
b•••••@carsonwealth.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••26

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Current company

Carson Wealth

Financial Services · 326 employees · Founded 1983 · Omaha, Nebraska, United States

Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can\'t buy and death can\'t take away. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Barron\'s Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you\'ll understand why. Securities offered through Cetera Advisor Networks and Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.

carsonwealth.com

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