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Tyler Richard Schlumpf

Private Wealth Asset Management

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About Tyler Richard Schlumpf

Tyler Schlumpf is a financial advisor with Private Wealth Asset Management in Omaha, NE. Tyler has been in the industry for 17 years and is registered with the state of Nebraska. Tyler provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pooled investment vehicles. Tyler is a Chartered Financial Analyst.

Firm Information

Tyler Schlumpf is currently registered with Private Wealth Asset Management. Private Wealth Asset Management is an investment advisory firm located in Omaha, NE. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, portfolio management, and 401(k) advisory services to high-net-worth individuals and other investors. They have a team of 22 investment advisor representatives and 7 licensed agents.
Private Wealth Asset Management

1100 CAPITOL AVENUE

OMAHA, NE 68102

$1.87B

Assets Under Management

Not reported

Total Clients

21

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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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.

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401k advisory services

401k advisory services

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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Tyler Schlumpf’s Registration & Firm History

NE

05/24/2023 - Present

Private Wealth Asset Management (OMAHA NE)

NE

07/15/2021 - 03/22/2023

WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)

AZ

06/26/2006 - 10/29/2012

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 10/07/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/05/2021

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2010

Series 7 - General Securities Representative Examination

BC

Issued 06/23/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Richard Schlumpf.
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