Tyler
Zimmerman

Mader & Shannon Wealth Management

CRD#7459849
Investment Advisor
in Kansas City, MO

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About this Advisor

Tyler Zimmerman is a financial advisor based in Kansas City, Missouri, working with Mader & Shannon Wealth Management. Tyler has previously held positions 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 as a full-time student. Tyler has passed the Series 65 regulatory exam and is registered to provide services in Missouri. Currently, Tyler is part of Mader & Shannon Wealth Management, which operates out of Kansas City, Missouri. The firm has 2 offices and 10 employees. The firm manages assets totaling $228.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Mader & Shannon Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4717 Grand Ave. Ste 800
Kansas City, MO 64112

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Mader & Shannon Wealth Management Brokerage Details

Total Assets Under Management

$228,551,448

MO Average: $11,469,110,461
Total Number of Employees

10

MO Average: 458
Total Number of Accounts

394

MO Average: 33,415
Average Account Size

$580,080

MO Average: $343,232

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

2019 - Present (5 years)

Mader & Shannon Wealth Management

2019 - 2019 (< 1 year)

Emerson And Co

2019 - 2019 (< 1 year)

Quilters Hq & Sewing Machine Express

2018 - 2018 (< 1 year)

Windward Wealth Management

2018 - 2019 (1 year)

Clinical Psychology Practice

2016 - 2020 (4 years)

University Of Missouri - Kansas City

2015 - 2018 (3 years)

American Boiler And Mechanical

2011 - 2015 (4 years)

Full Time Student

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

John Martin
Kansas City, MO
Matthew Stevens
Kansas City, MO
Tyler Zimmerman
Kansas City, MO
Kyle Sanders
Kansas City, MO
Daniel Kennedy
Kansas City, MO
Austin Harrison
Kansas City, MO
Bret Guillaume
Kansas City, MO
Michael Batsell
Leander, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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