Tyler Rudek, financial advisor Saint Paul MN
96 score

Tyler Rudek

CRD Number: 5377883
Current Firm: Heritage Wealth Architects, LLC

Tyler Rudek (CRD# 5377883) is an Investment Advisor Representative working at Heritage Wealth Architects, LLC in Saint Paul, MN and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Heritage Wealth Architects, LLC St. Paul, MN May 2015 - Current 1
Transamerica Investors Securities Corporation St. Paul, MN Jan 2014 - May 2015 1
Transamerica Investors Securities Corporation Saint Paul, MN Jul 2009 - Dec 2013 4
Transamerica Retirement Management St. Paul, MN Aug 2008 - Jul 2009 < 1
Spherion Minneapolis, MN Apr 2008 - Jul 2008 < 1
Unemployed Hopkins, MN Feb 2008 - Mar 2008 < 1
Edward Jones Saint Louis, MO Jul 2007 - Jan 2008 < 1
Unemployed Minneapolis, MN May 2007 - Jun 2007 < 1
Accredited Home Lenders San Diego, CA Jan 2006 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Tyler L. Rudek
Phone Number: 651-289-6444
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $216,850
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

MN

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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