Tyler James Walz

Current Employers

Employment History

• 08/2016 → 09/2016
  Securian Financial Services, Inc.
  St. Paul, MN
• 09/2016 → 08/2023
  Securian Financial Services, Inc.
  St. Paul, MN
• 09/2016 → 10/2021
  Cri Securities, Llc
  St. Paul, MN
• 09/2016 → 08/2023
  Minnesota Life Insurance Co.
  St. Paul, MN
• 08/2016 → 09/2016
  North Star Consultants, Inc.
  St. Cloud, MN
• 09/2016 → Present
  North Star Consultants, Inc.
  St. Cloud, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  St Cloud, MN
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Walz Wealth Management, Llc
  Sartell, MN

Previous Registrations

• 2017-01-10 → 2023-08-10
  Securian Financial Services, Inc.
  St Cloud, MN
  Saint Cloud, MN
  St. Paul, MN
• 2017-01-10 → 2021-10-25
  Cri Securities, Llc
  St Cloud, MN

Other Businesses

1. JACOBS FINANCIAL POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2017 ADDRESS: , St Cloud MN , United States DESCRIPTION: Agent/Broker 2. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2016 ADDRESS: , St Cloud MN , United States DESCRIPTION: Agent/Broker 3. TC WALZ PROPERTIES LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 12/06/2021 ADDRESS: 516 Bechtold Drive, Sartell MN 56377, United States DESCRIPTION: We established an LLC for an investment/rental property that we purchased in Sartell MN. We will be self managing the property and renting the single family home. 4. NAME OF OTHER BUSINESS: TC WALZ PROPERTIES II LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 08/2022; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGE SINGLE FAMILY RENTAL HOME; 5. NAME OF OTHER BUSINESS: WALZ WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: SARTELL SOCCER ASSOCIATION INVESTMENT RELATED: NO ADDRESS: PO BOX 87 SARTELL, MN 56377 NATURE OF BUSINESS: SOCCER ASSOCIATION START DATE: 02/01/2026 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY BOARD/EVENT MEETINGS

Exams

• S66 Uniform Combined State Law Examination
  2016-12-29
• S63 Uniform Securities Agent State Law Examination
  2015-01-22

Other Names

• Tyler Walz