Tyler Kennicker
Tyler Kennicker is a registered investment advisor at LPL Financial LLC, based in Platteville, WI, with 18 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
25 East Pine Street, Platteville, WI, 53818
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2015Other Business Activities
Tyler operates under the DBA Mound City Investment Services since 2008. He also works part-time as a Summer Rec Coordinator for the Iowa-Grant School District and as a Cook/Bartender at Gracie's Point, dedicating about half of his time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Signator Investors, INC.Broker
State Registrations10 states
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
More Advisors
- Alaina Reeves, CFPEdward Jones
- Kurtis Martin, CFPFriday Financial
- Bradley Mootz, CFPEdward Jones
- Andrew Tranel, CFPRosemeyer Management Group
- Alyson Reeves, CFPMorgan Stanley
- Michael Lisle, ChFCIntegrity Alliance, LLC