TK
CFP
TK
CFP

Tyler Kuske

11 Years of Experience
Eden Prairie, MN
Broker

Tyler Kuske is a CFP-designated registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 11 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,557 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
3,557 clients
Average Client Portfolio
$432K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5M+1.00%

Annual fee may be negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347

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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 operates Strategic Wealth Group as a DBA for his LPL business and as a Registered Investment Advisor, spending nearly full-time on these activities. He also owns Kuske Consulting LLC for tax/investment purposes, dedicating a few hours per week.

Employment History
Current Registrations
Strategic Wealth Group
November 2019 - Present · 6 yrs 6 mos
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Edward JonesBroker
January 2016 - November 2019 · 3 yrs 10 mos
Edward Jones
January 2016 - November 2019 · 3 yrs 10 mos
Metlife Securities INC.
March 2015 - January 2016 · 10 mos
Metlife Securities INC.Broker
November 2014 - January 2016 · 1 yr 2 mos
Waddell & ReedBroker
August 2014 - November 2014 · 3 mos
State Registrations5 states
FLGAMNTXWI
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.
Tyler Kuske - Financial Advisor | TrueAdvisor