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Tyler Christenson

26 Years of Experience
Plymouth, MN
2 DisclosuresBrokerSells Insurance

Tyler Christenson is a registered investment advisor at Private Advisor Group, LLC, based in Plymouth, MN, with 26 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

9800 Shelard Parkway, Suite 220, Plymouth, MN, 55441

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2005
Settled
Customer Dispute
August 2002
Denied
Other Business ActivitiesSells Insurance

Tyler is a registered investment advisor doing business as Investors Financial Group, providing advice for fees based on assets under management, taking about half of his time. He also provides investment advisory services through Private Advisor Group, LLC, and spends minimal time on non-variable insurance through Capitas Financial.

Employment History
Current Registrations
Private Advisor Group, LLC
March 2022 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
May 2013 - Present · 13 yrs
Previous Registrations
Investors Financial Group
September 2013 - July 2022 · 8 yrs 10 mos
UBS Financial Services INC.
February 2006 - May 2013 · 7 yrs 3 mos
UBS Financial Services INC.Broker
September 2005 - May 2013 · 7 yrs 8 mos
Piper Jaffray & CO.Broker
July 1999 - September 2005 · 6 yrs 2 mos
State Registrations19 states
AZCOFLGAHIIAILMDMNMONDNMNYORSDTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.