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Tyler Stack, MBA

Wealth Manager
Tyler serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Tyler practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Tyler’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals. Prior to joining Creative Planning, Tyler served as a lead client specialist for an investment firm where he served high net worth individuals and families. Tyler graduated with a Bachelor of Science degree from Kansas State University. He also received his Master of Business Administration with a concentration in Finance from Baker University. Tyler and his wife, Colleen, have three children – Hudson, Avery, and Knox. In his spare time, Tyler enjoys boating and fishing at the lake, football, and spending time with family and friends.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021