Tyler Krzewina, financial advisor Marquette MI

Tyler Krzewina

CRD Number: 5386852
Current Firm: Specialized Retirement Consultants LLC

Tyler Krzewina (CRD# 5386852) is an Investment Advisor Representative working at Specialized Retirement Consultants LLC in Marquette, MI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Specialized Retirement Consultants, LLC Marquette, MI Oct 2021 - Current 2
Specialized Retirement Consultants, LLC Marquette, MI Aug 2021 - Current 2
Usi Securities, Inc. Glastonbury, CT Jan 2021 - Aug 2021 < 1
Usi Kimberly, WI Sep 2020 - Aug 2021 < 1
Usi Advisors, Inc. Glastonbury, CT Aug 2020 - Aug 2021 1
Usi Consulting Group, Inc. Glastonbury, CT Jun 2020 - Aug 2021 1
Lpl Kimberly, WI Aug 2016 - Jul 2020 3
Associated Financial Group Kimberly, WI Jun 2016 - Aug 2016 < 1
Esop Partners Appleton, WI Nov 2014 - Jun 2016 1
Principal Financial Group Appleton, WI Apr 2006 - Nov 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2016
Contact Info for Tyler J. Krzewina
Phone Number: 920-858-8957
Registered State(s):
Current Firm Details
By the Numbers
  • Total Assets Under Management
    154
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $38,395,728
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MI

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