Tyler Degeneffe (CRD# 5086110) is an Investment Advisor Representative working at Esi Financial Advisors in Peshtigo, WI and has over 17 years of experience in the finance industry. Tyler Degeneffe 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# 2274105
Rbc Capital Markets, LLC
CRD# 4671712
Cambridge Investment Research Advisors, Inc.
CRD# 6617482
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Green Bay, WI | Aug 2017 - Current | 6 |
| National Life Group | Green Bay, WI | Aug 2017 - Current | 6 |
| Mml Investors Services, LLC | De Pere, WI | Mar 2017 - Aug 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Aug 2017 | 1 |
| Metropolitan Life Ins Co | Milwaukee, WI | Jan 2006 - Aug 2017 | 11 |
| Metlife Securities, Inc. | Milwaukee, WI | Jan 2006 - Aug 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- WI
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
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