Tyler WalzCRD Number: 6402130
Current Firm: Securian Financial Services, Inc.
Tyler Walz (CRD# 6402130) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Saint Cloud, MN and has over 7 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Valmark Advisers, Inc.
|Securian Financial Services, Inc.||St. Paul, MN||Sep 2016 - Current||5|
|Minnesota Life Insurance Company||St. Paul, MN||Sep 2016 - Current||5|
|North Star Consultants, Inc.||St. Cloud, MN||Sep 2016 - Current||5|
|Cri Securities, LLC||St. Paul, MN||Sep 2016 - Oct 2021||5|
|Securian Financial Services, Inc.||St. Paul, MN||Aug 2016 - Sep 2016||< 1|
|North Star Consultants, Inc.||St. Cloud, MN||Aug 2016 - Sep 2016||< 1|
|Principal Life Insurance Company||Waite Park, MN||Sep 2014 - Aug 2016||1|
|Princor Financial Services Corporation||Waite Park, MN||Sep 2014 - Aug 2016||1|
|Ch Robinson||Sartell, MN||Feb 2011 - Jan 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2015|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
Total Assets Under Management22,211MILLIONS
Total Number of Accounts66,500ACCOUNTS
Average Account Value$334,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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