Tyler Richard Schlumpf

Employer firm

Private Wealth Asset Management CRD 315819

$2.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• 401K ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 06/2019
  Carson Group Investing
  Omaha, NE
• 06/2019 → 03/2023
  Wells Fargo Bank, Na
  Omaha, NE
• 02/2021 → 03/2023
  Wells Fargo Advisors, Llc
  Omaha, NE
• 03/2023 → Present
  Private Wealth Asset Management
  Omaha, NE

Previous Registrations

• 2021-07-19 → 2023-03-22
  Wells Fargo Clearing Services, Llc
  Omaha, NE
  St. Louis, MO
  Omaha, NE
• 2018-11-28 → 2019-06-10
  Carson Group Investing
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2021-10-07
• S63 Uniform Securities Agent State Law Examination
  2006-06-30

Designations

• Chartered Financial Analyst