Tyler
Kocon
Split Rock Private Trading And Wealth Management LLC
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About this Advisor
Tyler Kocon is a financial advisor working out of Cloquet, Minnesota who has 10 years of industry experience. Kocon is an advisor for Split Rock Private Trading And Wealth Management LLC. Throughout their career, Kocon has worked at Split Rock Private Trading And Wealth Management LLC, North American Shale Energy Fund Lp and Split Rock Asset Management LLC. Kocon holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Minnesota and Texas. Split Rock Private Trading And Wealth Management LLC is a financial advisory firm headquartered in Cloquet, MN. The investment advisory business has a total of seven employees. It handles $183 million in assets across its 1,617 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves three charities and foundations. Of its 1,617 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Split Rock Private Trading And Wealth Management LLC provides a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice usually are based on which services the firm provides the client. Fee types charged by Split Rock Private Trading And Wealth Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Split Rock Private Trading And Wealth Management LLC Brokerage Details
$183,072,913
7
1,617
$113,218
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Tyler Kocon Work History
Tyler has been registered as a financial advisor for 10 years.*
Split Rock Private Trading And Wealth Management LLC
North American Shale Energy Fund Lp
Split Rock Asset Management LLC
*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 Kocon 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 Split Rock Private Trading And Wealth Management LLC
Cloquet, MN
Cloquet, MN
Cloquet, MN
Cloquet, MN
Cloquet, MN
Cloquet, MN
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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