Tyler Jordan Schweigert

Employer firm

Resolved Financial CRD 169862

$61.4M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• FINANCIAL COACHING

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

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

Current Employers

Employment History

• 07/2017 → 06/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2017 → 05/2024
  Dixon And Company Wealth Management Llc
  Winston-Salem, NC
• 06/2015 → 07/2017
  Pepsico
  Winston-Salem, NC
• 01/2018 → Present
  Dixon & Company Wealth Management
  Winston-Salem, NC
• 10/2010 → Present
  Schweigert Enterprises
  Winston-Salem, NC
• 04/2024 → Present
  Dixon & Company Wealth Management
  Winston-Salem, NC
• 02/2018 → 01/2021
  Schweigert Investments, Llc
  Winston-Salem, NC

Other Businesses

1) Fixed Insurance; Yes; 155 Sunnynoll Court, Suite 101 Winston Salem, NC 27106; Fixed/traditional insurance; Agent; 02/2019; 2; 2; Sales of fixed/traditional insurance products. 2) The Financial Edge Podcast; Yes; 155 Sunnynoll Court, Suite 101 Winston Salem, NC 27106; Teaching/coaching; Podcast co-founder/co-host; 01/2020; 5; 5; Developing and writing content for each episode, recording and editing episodes and track episode performance. 3) Money & Stuff Book; Yes; 155 Sunnynoll Court, Suite 101 Winston Salem, NC 27106; A book of financial education for novice investors; Contributing author; 2021; 1; 1; We've already published the book 2 years ago. Occasionally, we edit it for content and clarity. This is general financial education information, we don't talk specific investments or products. 4) Tyler Jordan Schweigert is the owner/distributor of Schweigert Enterprises; No; Winston-Salem, NC

Exams

• S66 Uniform Combined State Law Examination
  2017-11-09

Designations

• Certified Financial Planner