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NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.

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Clayton Tyree, CF2

Clayton Tyree

Clayton Tyree

Certified Financial Fiduciary®

CF2 Since 2018
Elm Grove, WI
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200056
Active Dates
Sep 21, 2018 – Sep 21, 2026

About Clayton Tyree

In addition to being an Investment Adviser Representative with The Leist Group, Clay also holds his Series 7 license, which allows him to trade securities such as stocks, mutual funds, options, municipal securities and variable contracts. Additionally, he has earned his Certified Financial Fiduciary® (CFF) designation. CFFs agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to clients. Clay has also completed The Bucket Plan® Certification.
Clay is also a member of the National Association of Medicare Supplement and     Medicare Advantage Producers (NAMSMAP). Their mission is to provide Medicare beneficiaries with the best possible knowledge, in order for the consumer to make educated choices in their Medicare Insurance selections. He has over a decade of experience in the healthcare industry and has focused on the Medicare field since 2015.

Areas of Specialization

Retirement Planning Tax Planning Estate Planning Investing Insurance Social Security Financial Planning

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