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Tyler Walz

11 Years of Experience
St Cloud, MN
BrokerSells Insurance

Tyler Walz is a registered investment advisor, based in St Cloud, MN, with 11 years of industry experience.

Location

1407 33rd St S, St Cloud, MN, 56301

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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 ActivitiesSells Insurance

Tyler is an agent/broker for Jacobs Financial and North Star Consultants & North Star Brokerage, selling fixed insurance. He also owns rental properties through TC Walz Properties LLC and TC Walz Properties II LLC, and operates Walz Wealth Management, LLC as a DBA for financial services.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
January 2017 - August 2023 · 6 yrs 7 mos
Cri Securities, LLC
January 2017 - October 2021 · 4 yrs 9 mos
Securian Financial Services, INC.Broker
September 2016 - August 2023 · 6 yrs 11 mos
Cri Securities, LLCBroker
September 2016 - October 2021 · 5 yrs 1 mo
Principal Securities, INC.Broker
December 2014 - August 2016 · 1 yr 8 mos
State Registrations13 states
AZCACOFLINKSMNMTNDNESDTXWI
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 Walz - Financial Advisor | TrueAdvisor