Robert Tyler Fee

Current Employers

Employment History

• 06/2016 → 03/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2017 → 03/2018
  Northwestern Mutual Investment Services Llc
  Knoxville, TN
• 12/2015 → 05/2017
  Grace Christian Academy
  Knoxville, TN
• 03/2018 → 11/2019
  Massmutual Life Insurance Company
  Knoxville, TN
• 04/2018 → 11/2019
  Mml Investors Services, Llc
  Knoxville, TN
• 11/2019 → 08/2026
  M Holdings Securities, Inc.
  Portland, OR
• 08/2026 → Present
  Purshe Kaplan Sterling Investment
  Albany, NY
• 08/2026 → Present
  True North Wealth Strategies
  Knoxville, NY

Previous Registrations

• 2023-11-06 → 2026-08-10
  M Holdings Securities, Inc.
  Knoxville, TN
  Portland, OR

Other Businesses

1) True North Wealth Strategies. Investment-related. At registered location. RIA. Financial Advisor. Start date: 08/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 05/2026. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) PKSF. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 08/2026. 20 hrs/month; all during trading hours. Provide insurance advice to based on the needs of client(s). 4) Rental Property. Not investment related. 3313 Song Sparrow Dr., Maryville, TN, 37803. Real estate. Owner. Start date: 05/2026. 0 hrs/month. Owner/Landlord of personal residential rental property. Responsibilities limited to oversight of the property. No sales or securities solicitation involved.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-16
• S63 Uniform Securities Agent State Law Examination
  2018-07-07

Other Names

• Tyler Fee