Tyler Loch

Education

Tyler graduated with a Bachelor of Science degree in Finance in 2015 from North Dakota State University in Fargo, ND. He is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 63 and Series 7 licenses. 

Overview

Tyler has over five years of experience in the financial services industry serving clients. Prior to joining CLA Wealth Advisors, he worked in the retirement industry servicing advisors and plan sponsors with their employer sponsored benefit plans. Tyler also spent two years as a Personal Banker serving clients with consumer/business accounts and lending.

Upcoming speaking engagements

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Resources and event materials

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