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TYLER DALY

FINANCIAL CONSULTANT

E: tyler.daly@sandstone-wealth.com

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ABOUT

Tyler has been in the financial services industry since 2004 and with Sandstone Wealth Management and Heartland Bank since 2009. He is Series 7 and 66 licenses are held through LPL Financial, in addition also is Insurance licensed to assist his clients with all their investing, financial planning, and insurance needs. Tyler was named to the 2020 Forbes List of America's Top Next-Generation Wealth Advisor, which recognizes advisors from national, regional, and independent firms.* 

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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.

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Tyler is married to Rachel, who earned her Doctorate of Pharmacy from the University of Nebraska and is current owner of Innovative Rx Compounding Pharmacy in Kearney. They have three children, Camilla, Cooper, and Margaret. Away from business, he enjoys officiating high school basketball in the winter as well as golfing and team roping in the summer.

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*The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels, and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objects and lack of audited data. Neither Forbes no SHOOK receives a fee in exchange for rankings.

CONTACT

Let's connect.

308.234.7424​

CONTACT

Sandstone Wealth Management

212 E. 56th Street, PO Box 3229, Kearney, NE 68848  | 308-234-7424

896 G Street, PO Box 313, PO Box 69, Geneva, NE 68361 | 402-759-3114

3701 Osborne Drive West, Hastings, NE 68901 | 402-463-0101

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities and Advisory services are offered through LPL Financial. A registered investment advisor. 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:

 

 

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Copyright 2023 Sandstone Wealth Management

Not Insured by FDIC or Any Other Government Agency disclosure requirement
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