Tyler
Zimmerman
Mader & Shannon Wealth Management
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About this Advisor
Tyler Zimmerman is a financial advisor who works in Kansas City, Missouri who has 2 years of industry experience. Zimmerman currently works for Mader & Shannon Wealth Management. Over the course of their career, Zimmerman has held roles at American Boiler And Mechanical, Windward Wealth Management, Clinical Psychology Practice, Emerson And Co, Quilters Hq & Sewing Machine Express, Mader & Shannon Wealth Management, University Of Missouri - Kansas City and Full Time Student. Zimmerman holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Missouri. Mader & Shannon Wealth Management is a company that has its headquarters in Kansas City, MO. The firm has offices in three locations and a total of 11 advisors. It has $215 million in total assets between its 392 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 392 client accounts, 15% belong to high-net-worth clients who have more than $1 million in investable assets. Mader & Shannon Wealth Management provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules are based on the financial services provided. However, fees billed by Mader & Shannon Wealth Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mader & Shannon Wealth Management Brokerage Details
$214,990,417
11
392
$548,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Tyler Zimmerman Work History
Tyler has been registered as a financial advisor for 2 years.*
Mader & Shannon Wealth Management
Emerson And Co
Quilters Hq & Sewing Machine Express
Windward Wealth Management
Clinical Psychology Practice
University Of Missouri - Kansas City
American Boiler And Mechanical
Full Time Student
*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 Zimmerman 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 Mader & Shannon Wealth Management
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Valley Falls, KS
Kansas City, MO
Kansas City, MO
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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