Details for PRINT AD



Tyler Daly
Financial Advisor

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and
the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of
SHOOK Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.
This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit for more info. Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC, and are not
insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, and are subjects to risks, including the possible loss of principle. Heartland Bank and its investment center are not affiliated with Raymond James, are not registered broker dealers, and are independent of
Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Main branch: 212 E. 56th St, Kearney, NE, 308-234-7424.