Ivan Jay Tidwell

Employer firm

Tidwell Wealth Management LLC CRD 309109

$117M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2013 → Present
  Tidwell & Associates, Llp
  Rocklin, CA
• 11/2017 → 09/2020
  Peak Investment Solutions, Llc
  Roseville, CA
• 03/2020 → Present
  Tidwell Wealth Management Llc
  Rocklin, CA

Previous Registrations

• 2017-12-14 → 2020-10-13
  Peak Investment Solutions, Llc
  Roseville, CA

Other Businesses

SROP II, LLC, NON INVESTMENT RELATED, 2209 PLAZA DRIVE, ROCKLIN, CA 95765, MEMBER, BUILDING OWNERSHIP AND MANAGEMENT, 2020, DEDICATE 3-4 HOURS PER MONTH. NONE DURING TRADING HOURS.

Designations

• Certified Financial Planner