Tyler Peschong, financial advisor Marshalltown IA

Tyler Peschong

CRD Number: 6638442
Current Firm: State Farm Investment Management Corp.

Tyler Peschong (CRD# 6638442) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Marshalltown, IA and has over 3 years of experience in the finance industry.

Similar Advisors
Douglas Allen, financial advisor Marshalltown IA
Douglas Allen
CRD# 1492192
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Mark Allen, financial advisor Marshalltown IA
Mark W. Allen
CRD# 4782220
Edward Jones
Similar Advisors
Paul Barr, financial advisor Marshalltown IA
Paul A. Barr
CRD# 1748415
Lpl Financial LLC
Company Name Location Dates Years
Tyler Peschong Insurance Agency Marshalltown, IA Jul 2022 - Current 1
State Farm Investment Management Corp. Marshalltown, IA Dec 2020 - Current 3
State Farm Vp Management Corp Marshalltown, IA Aug 2020 - Current 3
State Farm Insurance Marshalltown, IA Aug 2020 - Jun 2022 1
State Farm Vp Management Corp. Omaha, NE Feb 2020 - Aug 2020 < 1
Peschong Insurance Agency Omaha, NE Mar 2018 - Aug 2020 2
State Farm Omaha, NE Oct 2017 - Mar 2018 < 1
Mike Peschong Insurance Agency Marshalltown, IA Jun 2015 - Oct 2017 2
Travis Williams Insurance Agency Saint Cloud, MN Jun 2013 - Jun 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2020
S63 Uniform Securities State Law Examination Jun 2020
Contact Info for Tyler J. Peschong
Phone Number: 800-447-0740
Registered State(s):
  • IA
  • MN
  • NE
  • SD
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.