Tyler Westphal
Tyler Westphal is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Stillwater, MN, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
275 3rd St S #303, Stillwater, MN, 55082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tyler is the co-owner and CEO of STP Ventures LLC, a support company, since September 2023. This activity takes about a quarter to half of Tyler's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Charles Schwab & CO., INC.Broker
State Farm Vp Management CORP.Broker
State Registrations32 states
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