As a financial professional, I bring a unique blend of education, experience, and passion to help individuals navigate their financial journeys with confidence.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
A graduate of Sergeant Bluff-Luton High School, I continued my education at Buena Vista University in Storm Lake, Iowa, where I earned a degree in Finance and Marketing while competing on the baseball field. After graduation, my wife and I spent several years in central Iowa before returning to our hometown of Sergeant Bluff, where we're proud to serve the community that shaped us.
I began my career with Mutual of Omaha in 2021 and have since dedicated myself to helping clients pursue financial security with integrity and professionalism. Holding multiple securities licenses—including the Securities Industry Essentials (SIE), Series 6, Series 63, and Series 65—as well as Life and Health insurance licenses, I specialize in comprehensive retirement planning. In addition to helping individuals, I also serve as a 401(k) advisor—working with businesses to establish or enhance retirement plans and working with participants to make the most of their benefits. My approach combines investment strategies with essential protection pieces such as life, disability, and long-term care insurance to create well-rounded, customized financial plans.
While based in Sergeant Bluff, I work with clients across multiple states and prioritize clear communication, accessibility, and long-term relationships built on trust.
Outside of my practice, I enjoy time with family on our farm, competitive games of pickleball and baseball, and traveling with my wife, who works as an occupational therapist.
With a commitment to excellence and a genuine desire to empower others, I am dedicated to helping you on your journey toward financial independence and peace of mind.
Financial AdvisorTyler Stoltze
As a financial professional, I bring a unique blend of education, experience, and passion to help individuals navigate their financial journeys with confidence.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
A graduate of Sergeant Bluff-Luton High School, I continued my education at Buena Vista University in Storm Lake, Iowa, where I earned a degree in Finance and Marketing while competing on the baseball field. After graduation, my wife and I spent several years in central Iowa before returning to our hometown of Sergeant Bluff, where we're proud to serve the community that shaped us.
I began my career with Mutual of Omaha in 2021 and have since dedicated myself to helping clients pursue financial security with integrity and professionalism. Holding multiple securities licenses—including the Securities Industry Essentials (SIE), Series 6, Series 63, and Series 65—as well as Life and Health insurance licenses, I specialize in comprehensive retirement planning. In addition to helping individuals, I also serve as a 401(k) advisor—working with businesses to establish or enhance retirement plans and working with participants to make the most of their benefits. My approach combines investment strategies with essential protection pieces such as life, disability, and long-term care insurance to create well-rounded, customized financial plans.
While based in Sergeant Bluff, I work with clients across multiple states and prioritize clear communication, accessibility, and long-term relationships built on trust.
Outside of my practice, I enjoy time with family on our farm, competitive games of pickleball and baseball, and traveling with my wife, who works as an occupational therapist.
With a commitment to excellence and a genuine desire to empower others, I am dedicated to helping you on your journey toward financial independence and peace of mind.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
