Meet the Investment Team Tyler Littlefield, CFP®
Wealth Advisor
Tyler Littlefield is a wealth advisor who joined Mountain America Investment Services in 2022.
Tyler graduated from Utah Valley University with a bachelor’s degree in psychology. Tyler's academic background underscores his commitment to understanding people, recognizing that each person has unique financial circumstances. Tyler uses this knowledge to tailor personal strategies for his clients.
Prior to Mountain America Investment Services, Tyler spent a year and a half at Fidelity Investments. During those years, he obtained his Series 7, 63 and 66 licenses. More recently, he obtained his life insurance license and is a CERTIFIED FINANCIAL PLANNER™. Tyler’s expertise in financial planning includes investments, retirement and income planning, insurance, and tax and estate planning.
Outside of work, Tyler finds fulfillment in family time with his wife and children. He enjoys TV, movies, sports, fishing, camping and anything outdoors.
Branches served
Logan: 1400 NorthLogan: Main Street
Ogden: Washington Boulevard
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| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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