Des Moines, IA
Tyler Coder
Wealth Advisor
Tyler Coder is a CFP® professional and CPA with a decade of experience in the financial services industry. He began his career in public accounting before transitioning to wealth advisory, where he now helps clients navigate complex financial decisions. At Compound Planning, Tyler works closely with business owners, key executives, retirees, and high-earning professionals, delivering comprehensive financial planning tailored to each client’s unique circumstances. Tyler specializes in tax-focused wealth strategies, with a strong foundation in complex estate planning and the use of irrevocable trusts for efficient wealth transfer. He helps cl...
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Experience
Choreo, LLC
6 years
RSM US LLP
4 years
Qualifications
Iowa State University
B.S., Finance, B.S., Accounting
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Certified Public Accountant
CPA
Personal Financial Specialist
PFS
Specialities
Investment management
Financial planning
Retirement planning
Tax planning
Estate planning
Risk management
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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