Tyler KotlarzCRD Number: 6220392
Current Firm: Synergy Wealth Management, LLC
Tyler Kotlarz (CRD# 6220392) is an Investment Advisor Representative working at Synergy Wealth Management, LLC in Grand Rapids, MI and has over 4 years of experience in the finance industry.
Tarfis Wealth Management
Robert W. Baird & Company Incorporated
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jun 2014 - Current||3|
|Synergy Wealth Management||Grand Rapids, MI||Jan 2014 - Current||4|
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2013 - Current||4|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2013 - Current||4|
|Grand Valley State University||Grand Rapids, MI||Jan 2013 - Current||5|
|University Of Alabama-hunstville||Huntsville, AL||Aug 2010 - Dec 2012||2|
|Grand Rapids Community College||Grand Rapids, MI||Aug 2009 - May 2010||< 1|
|Grandville High School||Grandville, MI||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management34MILLIONS
Total Number of Accounts334ACCOUNTS
Average Account Value$102,281
- 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
- Pension consulting services
- Educational seminars/workshops
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