Tyler
Schlumpf

Private Wealth Asset Management

CRD#5022601
Investment Advisor
in West Des Moines, NE

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About this Advisor

Tyler Schlumpf is a financial advisor based in West Des Moines, Nebraska, working with Private Wealth Asset Management. Tyler has previously held positions at Carson Group Investing, Northern Trust, Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Private Wealth Asset Management, and The Vanguard Group, Inc. Tyler has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Nebraska. Currently, Tyler is part of Private Wealth Asset Management, which operates out of West Des Moines, Nebraska. The firm has 5 offices and 37 employees. The firm manages assets totaling $1.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Private Wealth Asset Management includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1901 Howard Street Suite 312
West Des Moines, NE 50265

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Private Wealth Asset Management Brokerage Details

Total Assets Under Management

$1,607,575,640

NE Average: $1,978,216,465
Total Number of Employees

37

NE Average: 226
Total Number of Accounts

1,781

NE Average: 7,467
Average Account Size

$902,625

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Tyler Schlumpf Work History

2023 - Present (1 year)

Private Wealth Asset Management

2021 - 2023 (2 years)

Wells Fargo Advisors, LLC

2019 - 2023 (4 years)

Wells Fargo Bank, Na

2015 - 2019 (4 years)

Carson Group Investing

2015 - 2015 (< 1 year)

Northern Trust

2006 - 2015 (9 years)

The Vanguard Group, Inc

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Disclosures

Please visit the SEC profile of Tyler Schlumpf 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 Private Wealth Asset Management

David Hillner
West Des Moines, NE
Aaron Curry
Midland, TX
Russell Samples
San Antonio, TX
Timothy Durbin
Saint Louis, MO
Benjamin Goethel
Omaha, NE
Ryan Nielsen
West Des Moines, NE
Wendy Brekken
West Des Moines, NE
Jeffrey Steiner
Saint Louis, MO

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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