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Scott William Styrmoe

TCI Wealth Advisors, Inc.

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About Scott William Styrmoe

Scott William Styrmoe is a financial advisor with TCI Wealth Advisors, Inc. Scott is a Certified Financial Planner and holds a Series 65 license. Scott has been in the financial services industry since February 2012 and has been with TCI Wealth Advisors, Inc. since September 2017. Scott is registered with the state of Arizona. Scott's areas of specialization include financial planning, pension consulting, and selection of other advisors.

Firm Information

Scott Styrmoe is currently registered with TCI Wealth Advisors, Inc.. TCI Wealth Advisors, Inc. is a Tucson, Arizona-based firm that provides financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. The firm manages approximately $4.09 billion in assets for over 10,250 accounts.
TCI Wealth Advisors, Inc.

4011 EAST SUNRISE DRIVE

TUCSON, AZ 85718

$4.09B

Assets Under Management

21

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Styrmoe’s Registration & Firm History

AZ

11/13/2017 - Present

TCI Wealth Advisors, Inc. (TUCSON AZ)

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Licenses & Designations

IA

Issued 02/16/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott William Styrmoe.
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