Tyler Jacob Verstegen

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

• 01/2020 → 08/2022
  Cliftonlarsonallen Llp
  Appleton, WI
• 08/2022 → 05/2024
  Avaii Wealth Management Llc
  Appleton, WI
• 09/2018 → 09/2019
  Schneider National, Inc.
  Green Bay, WI
• 02/2017 → 08/2018
  Wisconsin Distributors Llc
  Appleton, WI
• 01/2015 → 06/2020
  Verstegen Wealth Management Llc
  Kimberly, WI
• 09/2001 → 06/2017
  Kimberly Area School District
  Kimberly, WI
• 08/2017 → 05/2021
  Saint Norbert College
  De Pere, WI
• 05/2024 → Present
  Verstegen Wealth Management Llc
  Kimberly, WI
• 01/2025 → Present
  Lpl Financial Llc
  Kimberly, WI

Other Businesses

1) 01/2025 - VandenBoom Verstegen Wealth Management / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 01/2025 - Verstegen Tax LLC / Tax Prep/Accounting/CPA / Inv. Related / Combined Locks, WI 54113 / Start date 12/21/2024 -10 Hrs per month

Exams

• S66 Uniform Combined State Law Examination
  2025-02-05

Other Names

• Tyler Verstegen