Tyler Michael Kozelka

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY 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

• 05/2015 → Present
  Lpl Financial
  Prairie Du Chien, WI
• 05/2015 → Present
  Peoples State Bank
  Prairie Du Chien, WI

Previous Registrations

• 2014-04-07 → 2014-12-22
  Edward Jones
  Maryland Heights, MO
  Maryland Heights, MO
  Onalaska, WI

Other Businesses

(1) 06/08/2015 - PEOPLES INVESTMENT CENTER - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 1500 EAST LAPOINTE STREET PRAIRIE DU CHIEN, WI 53821 - START 05/15/2015 - 30 HRS/MO DURING SECS TRDG HRS (2) 5/29/2018 - DEBRAD, INC. - Not Investment Related - 230 N Water StPrairie du Chien, WI 53821 - Other-Bartender - Start Date:05/08/2018 - 5 Hour(s) Per Month/0 Hour(s) During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-04

Other Names

• Tyler Kozelka