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CFP
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CFP

Tyler Rensberger

Edward Jones
13 Years of Experience
Goshen, IN
Broker
View SEC Summary
View SEC Summary

Tyler Rensberger is a CFP-designated registered investment advisor at Edward Jones, based in Goshen, IN, with 13 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 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2132 College Avenue, Goshen, IN, 46528

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tyler serves as an elected member of the Fairfield Community School Board since 2021. This involves minimal time commitment, with one public meeting per month and occasional executive sessions.

Employment History
Current Registrations
Edward JonesBroker
May 2023 - Present · 3 yrs 5 mos
Edward Jones
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
May 2022 - May 2023 · 1 yr
LPL Financial LLC
May 2022 - May 2023 · 1 yr
CUNA Brokerage Services, INC.
June 2017 - May 2022 · 4 yrs 11 mos
CUNA Brokerage Services, INC.Broker
March 2017 - May 2022 · 5 yrs 2 mos
J.P. Morgan Securities LLCBroker
April 2014 - February 2017 · 2 yrs 10 mos
State Farm Vp Management CORP.Broker
February 2014 - March 2014 · 1 mo
MML Investors Services, LLCBroker
July 2011 - August 2012 · 1 yr 1 mo
State Registrations13 states
CAFLHIILINMAMIMONYORPATXVA
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.
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