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About
Tyler Johnson is currently a Research Analyst at WealthPlan Investment Management, LLC, based in Omaha, Nebraska. In this role, he supports the investment team by conducting market research and financial analysis with a focus on portfolio management and asset allocation strategies. His analytical responsibilities extend to evaluating equity and fixed income securities, as well as assessing trends within the broader financial markets impacting client assets.
Before joining WealthPlan, Tyler worked as a Billing Analyst at Fiserv and as a Treasury Analyst at WEX, gaining critical experience in financial operations, cash management, and analytics from 2020 through early 2024. These roles gave him strong analytical and operational expertise across the fintech and treasury management sectors.
Tyler holds a Bachelor of Science in Business Administration with a concentration in Finance and a minor in Economics from the University of Nebraska-Lincoln. His academic background and work experience position him as a specialist in investment research, with particular insight into equities, fixed income, and financial technologies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| WealthPlan Group | Research Analyst | Feb 2024 to Present | — |
| Fiserv | Billing Analyst | Sep 2021 to Feb 2024 | — |
| WEX | Treasury Analyst | Jun 2020 to Jun 2021 | — |
| WEX | Financial Operations Intern | Jul 2019 to Jun 2020 | — |
| Northwestern Mutual | Financial Representative | May 2018 to Sep 2018 | -Communicated with clients to add financial value to their everyday lives by analyzing their budget and free cash flow to help the achieve their goals for the future -Utilized my knowledge of Life, He... |
Education
University of Nebraska-Lincoln
Bachelor of Science in Business Administration, Finance with an Economics Minor
2015 — 2019
Others at Wealthplan Investment Management, LLC (3)
| Name | Role | Location |
|---|---|---|
 | Managing Partner | Sioux City, IA , United States |
R Robert Taylor | Managing Partner | Allendale, NJ , United States |
N Nick Codola | Sr. Research Analyst | United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
P Phil Ruden | Managing Partner | Prodigy Asset Management LLC | Omaha, NE , United States |
A Arnie Ovalles | Partner | Prodigy Asset Management LLC | Omaha, NE , United States |
