Tyler Loeffelholz (CRD# 7510111) is an Investment Advisor Representative working at Principal Securities, Inc. in Holmen, WI and has over 2 years of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Financial Advisors, LLC | Holmen, WI | Jun 2022 - Current | 2 |
| Principal Life Insurance Company | Holman, WI | Feb 2022 - Current | 2 |
| Principal Securities Inc. | Holman, WI | Feb 2022 - Current | 2 |
| River Bank | La Crosse, WI | Apr 2020 - Feb 2022 | 1 |
| Union Bank Of Sparta | Sparta, WI | Apr 2019 - Jan 2020 | < 1 |
| Jakes Northwood's | Sparta, WI | Oct 2014 - Apr 2019 | 4 |
| Unemployed | Sparta, WI | Jan 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- WI
-
Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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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