Tyler Smith
Advisor at BBK Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at BBK Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
I work to help folks manage their wealth and the way they think about it...
I am an Indy-based financial advisor and founder of BBK Wealth.
I grew up on the border of NY and PA in “the valley” and later in the finger lakes region where his parents still live. Seneca Lake is his proud home. Why Indiana? I attended Notre Dame to earn my degree in Finance and then my masters in Education.
Now – me and my wife, Maggie, have 4 kids (KCMT) and a great dog named Winnie.
BBK is a wealth management company that serves families. We all have families, some BIG. We want to see them all live in retirement with pride, dignity, and financial security.
We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth. We’re passionate about that. We are committed to that.
AUM: 1.00%
Flat: $1000+/engagement
Hourly: $325+/hr
Custom pricing for families available
Bbk Wealth Llc
2020 - Present (6 years)
Home
2020 - 2020 (1 year)
Fifth Third Securities
2013 - 2020 (7 years)
Fifth Third Securities
2013 - 2020 (7 years)
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