TK
TK

Tyler Krzciok

7 Years of Experience
Ada, MI
Broker

Tyler Krzciok is a registered investment advisor at USA Financial Securities Corporation, based in Ada, MI, with 7 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 1,750 clients with $300M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
141 advisors
Number of Clients
1,750 clients
Average Client Portfolio
$172K average
Assets Under Management
$301.5M

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)

USA Financial Securities offers two advisory account management options:

  • Transaction-based pricing: You pay a lower custodial and administrative fee, plus individual transaction fees.
  • Asset-based pricing: You pay a higher custodial and administrative fee that includes transaction costs. This is best for clients who anticipate moderate to high levels of trading activity.

Representatives may also provide access to third-party money managers. The fees for these managers vary and are disclosed in their own brochures. Representatives may also offer customized financial strategies with varying fee structures, detailed in the representative's disclosure supplement. The maximum management fee charged by USA Financial Securities is 2.7%.

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Location

6020 E. Fulton Street, Ada, MI, 49301

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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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Employment History
Current Registrations
USA Financial Securities LLCBroker
March 2019 - Present · 7 yrs 2 mos
USA Financial Securities Corporation
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
LPL Financial LLC
June 2018 - January 2019 · 7 mos
LPL Financial LLCBroker
March 2018 - January 2019 · 10 mos
State Registrations1 state
MI
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 Krzciok - Financial Advisor | TrueAdvisor