Tyler Daly

Financial Consultant at Sandstone Wealth Management

Kearney, Nebraska, United States

About

Tyler has been in the financial services industry since 2004 and with Heartland Bank since 2009. He is Series 7, 66 held through LPL Financial and insurance licensed to assist his clients with all their investing, financial planning and insurance needs. Tyler graduated from the University of Nebraska-Lincoln with a bachelor’s degree in diversified agriculture and was born and raised in the Nebraska Sandhills. This gives him an intimate knowledge and understanding of his farming and ranching clients. Tyler is married to Rachel, who earned her doctorate of pharmacy from the University of Nebraska. They have three children, Camilla, Cooper and Margaret. Away from the business, Tyler enjoys officiating high school basketball in the winter as well as golfing and team roping in the summer.

Experience

  • Financial Consultant at Sandstone Wealth Management
    Jul 2021 - Present · 5 yrs

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heartland Bank and Sandstone Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Sandstone Wealth Management, and may also be employees of Heartland Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Heartland Bank or Sandstone Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

  • Financial Advisor at Raymond James Financial Services
    Jul 2009 - Present · 17 yrs

    Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC, and are not insured by bank insurance, the FDIC/NCUA or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with the financial institution or the investment center. Heartland Bank is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. For more important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

  • Financial Advisor at Wells Fargo
    2007 - 2009 · 2 yrs

  • Financial Advisor at Morgan Stanley
    2006 - 2007 · 1 yr