Tyler Kotlarz, financial advisor Grand Rapids MI
90 score

Tyler Kotlarz

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Tyler J. Kotlarz
Phone Number: 616-285-7818
Firm Website: http://www.synergywm.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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