Tyler Schroeder

Employer firm

Fisher\Smb CRD 331205

$6.85B regulatory AUM 70 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 07/2015 → 09/2017
  Transamerica Retirement Solutions
  Cedar Rapids, IA
• 09/2017 → 01/2022
  Transamerica Retirement Solutions
  Mechanicsville, IA
• 09/2017 → 01/2022
  Transamerica Investors Securities Corporation
  Mechanicsville, IA
• 02/2022 → 07/2024
  Fisher Investments
  Plano, TX
• 07/2024 → Present
  Fisher Retirement Solutions Llc
  Plano, TX

Previous Registrations

• 2022-02-25 → 2024-07-03
  Fisher Investments
  Plano, TX
  Plano, TX
• 2018-01-05 → 2022-01-13
  Transamerica Retirement Advisors, Llc
  Mechanicsville, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-05
• S63 Uniform Securities Agent State Law Examination
  2017-09-26

Other Names

• Tyler William Schroeder