Tyler Zwick (CRD# 7174874) is an Investment Advisor Representative working at Commonwealth Financial Network in Grass Valley, CA and has over 2 years of experience in the finance industry. Tyler Zwick 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# 2579690
Ameriprise Financial Services, LLC
CRD# 5142926
State Farm Investment Management Corp.
CRD# 1852661
Mariner Independent
Company Name | Location | Dates | Years |
---|---|---|---|
Full Circle Financial | Grass Valley, CA | Apr 2022 - Current | 2 |
Commonwealth Financial Network | Waltham, MA | Apr 2022 - Current | 2 |
Full Circle Financial | Grass Valley, CA | Aug 2019 - Apr 2022 | 2 |
Green Seam Designs | Bozeman, MT | Oct 2016 - Aug 2019 | 2 |
Montana Ale Works | Bozeman, MT | Oct 2016 - Feb 2017 | < 1 |
United States Air Force | San Antonio, TX | Sep 2016 - Oct 2016 | < 1 |
Meridian Land Surveying | Bozeman, MT | May 2016 - Sep 2016 | < 1 |
Bozeman Health | Bozeman, MT | Feb 2015 - May 2016 | 1 |
Northern Lights Trading Company | Bozeman, MT | Oct 2014 - Feb 2015 | < 1 |
Custer State Park | Custer, SD | May 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- CA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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