Clayton TyreeCRD Number: 6691818
Current Firm: Next Financial Group, Inc.
Clayton Tyree (CRD# 6691818) is an Investment Advisor Representative working at Next Financial Group, Inc. in Elm Grove, WI and has over 3 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Annex Wealth Management, LLC
Pgim Investments LLC
|Next Financial Group, Inc.||Houston, TX||Aug 2017 - Current||4|
|The Leist Group, Inc.||Elm Grove, WI||Aug 2016 - Current||5|
|Cue Club Of Wisconsin||Waukesha, WI||Jan 2014 - Jun 2017||3|
|Master Z's Cue Club||Waukesha, WI||Jun 2009 - Dec 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,611MILLIONS
Total Number of Accounts14,768ACCOUNTS
Average Account Value$176,781
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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