Tyler
Ewen

Kestra Advisory Services, LLC

CRD#6700194
Investment Advisor
in Battle Creek, MI

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About this Advisor

Tyler Ewen is a certified financial planner working in Battle Creek, Michigan with 6 years of relevant experience. Ewen is currently employed by Kestra Advisory Services, LLC. During their career, Ewen has held roles at The Planning Group, Educational Community Credit Union, Panera Bread, Point O' Woods, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Ewen has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Kestra Advisory Services, LLC is an advisory business that has its headquarters in Austin, TX. The firm has offices in 544 locations and a total of 1,311 employees. It administers $42 billion in assets among its 140,407 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 132 charitable organizations. Of its 140,407 client accounts, 17% are held by high-net-worth investors who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services vary depending on which services the firm provides the client. Fees billed by Kestra Advisory Services, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Country Pine Lane Ste. 1
Battle Creek, MI 49015

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

MI Average: $3,042,739,679
Total Number of Employees

1,311

MI Average: 49
Total Number of Accounts

140,407

MI Average: 2,315
Average Account Size

$297,671

MI Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Tyler Ewen Work History

Tyler has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Kestra Advisory Services, LLC

2016 - Present (8 years)

Kestra Investment Services, LLC

2015 - Present (9 years)

The Planning Group

2014 - 2015 (1 year)

Educational Community Credit Union

2014 - 2014 (< 1 year)

Point O' Woods

2009 - 2014 (5 years)

Panera Bread

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tyler Ewen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kestra Advisory Services, LLC

Brendan Duggan
Phoenix, AZ
Eric Crawford
Austin, TX
Nicole Simon
Austin, TX
Jessica Thompson
Lincoln, NE
Holly Lovell
Cushing, TX
Michael Csedrik
Paramus, NJ
Jacob Rinvelt
Grand Rapids, MI
Garrett Frey
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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