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Tyler Holden

17 Years of Experience
Greenwood Vlg, CO
1 DisclosureBrokerSells Insurance

Tyler Holden is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Greenwood Vlg, CO, with 17 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

7800 E Orchard Rd, Ste 200, Greenwood Vlg, CO, 80111

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History

Regulatory History (1)
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Financial
August 2020
Final
Other Business ActivitiesSells Insurance

Tyler may earn commissions from insurance companies for sales of life, health, annuity, and/or disability income insurance products. Tyler also owns UW Squared Insurance Services, LLC, dedicating about 10-20% of his time, and Holden Endeavors, LLC, dedicating minimal time. Finally, Tyler is a member of the finance committee at South Holly Church, dedicating minimal time.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
February 2014 - Present · 12 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
December 2008 - Present · 17 yrs 5 mos
State Registrations29 states
ALAZCACODCDEFLGAILINKSKYMAMDMEMIMNMONDNENYOKPASCTXUTVAWAWY
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.