Shawn Tydlaska (CRD# 5852455) is an Investment Advisor Representative working at Ballast Point Financial Planning, LLC in Burlingame, CA and has 1 year of experience in the finance industry. Shawn Tydlaska has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballast Point Financial Planning, LLC | Burlingame, CA | Aug 2022 - Current | 1 |
| Ballast Point Financial Planning, LLC | Burlingame, CA | Mar 2016 - Jul 2022 | 6 |
| Personal Capital Corporation | San Francisco, CA | Nov 2015 - Mar 2016 | < 1 |
| Unemployed | Burlingame, CA | Jul 2015 - Nov 2015 | < 1 |
| Raymond James Financial Services, Inc. | Ann Arbor, MI | Mar 2015 - Jul 2015 | < 1 |
| University Of Michigan - Ross School Of Business | Ann Arbor, MI | Aug 2013 - May 2015 | 1 |
| Myvest Corporation | San Francisco, CA | Jun 2014 - Aug 2014 | < 1 |
- CA
- FL
- LA
- MD
- TX
- VA
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts536ACCOUNTS
-
Average Account Value$142,959
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, LA, MD, MI, OR, TX, VA
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