![Tyler Schwan, financial advisor Sioux Falls SD](/img/ws/profile-blank-sq.png)
Tyler Schwan (CRD# 6491517) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sioux Falls, SD and has over 8 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
![Brian Aamlid, financial advisor Sioux Falls SD](/img/ws/profile-blank-sq.png)
CRD# 6868599
Cwm, LLC
![Jeanne Abraham, financial advisor Sioux Falls SD](/img/ws/profile-blank-sq.png)
CRD# 2610909
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Sioux Falls, SD | Feb 2019 - Current | 5 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sioux Falls, SD | Jan 2019 - Current | 5 |
Jtc Group | Sioux Falls, SD | Jun 2018 - Oct 2018 | < 1 |
Piper Jaffray & Company | Minneapolis, MN | May 2015 - May 2018 | 3 |
Augsburg College | Minneapolis, MN | Sep 2011 - May 2015 | 3 |
Enterprise Holdings | St. Louis Park, MN | May 2014 - Mar 2015 | < 1 |
Elco Of Minnesota | St. Louis Park, MN | May 2014 - Mar 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2015 |
S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- SD
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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