Tyler Walz, financial advisor Saint Cloud MN

Tyler Walz

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Tyler J. Walz
Phone Number: 651-665-6669
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    15,275
    MILLIONS
  • Total Number of Accounts
    50,612
    ACCOUNTS
  • Average Account Value
    $301,799
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
  • 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
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

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