Tyler Kozelka, financial advisor Prairie Du Chien WI

Tyler Kozelka

CRD Number: 6298465
Current Firm: Lpl Financial LLC

Tyler Kozelka (CRD# 6298465) is an Investment Advisor Representative working at Lpl Financial LLC in Prairie Du Chien, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Prairie Du Chien, WI May 2015 - Current 8
Peoples State Bank Prairie Du Chien, WI May 2015 - Current 8
The Freight House Restaurant La Crosse, WI Mar 2015 - May 2015 < 1
Edward Jones St Louis, MO Feb 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Tyler M. Kozelka
Phone Number: 704-733-3300
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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