Tyler Lee Leiphart

11 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Rkl Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,088 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$2.1B

Fee Structure

Minimum Annual Fee:$20,000

Location

1800 Fruitville Pike, Lancaster, PA, 17601

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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.

Employment History

Current Registrations

Rkl Private Wealth

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

Northwestern Mutual Investment Services,llc

February 2015 - September 2023 · 8 yrs 7 mos

Northwestern Mutual Investment Services, LLCBroker

October 2014 - September 2023 · 8 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.