Tyler CottleCRD Number: 7142766
Current Firm: Iams Wealth Management, LLC
Tyler Cottle (CRD# 7142766) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 3 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Security Benefits Center||Grand Rapids, MI||May 2015 - Current||8|
|Grand Valley State University||Grand Rapids, MI||Aug 2013 - Apr 2015||1|
|Grand Rapids Community College||Grand Rapids, MI||Jun 2010 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management153MILLIONS
Total Number of Accounts1,344ACCOUNTS
Average Account Value$113,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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