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Tyler Schroeder

Fisher Retirement Solutions LLC

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About Tyler Schroeder

Tyler Schroeder is a registered investment advisor representative, associated with Fisher Retirement Solutions LLC, located in Plano, Texas. Tyler has been in the industry since 2014, holding registrations in both Texas and Iowa. Tyler has been a registered representative with Transamerica Investors Securities Corporation and a registered investment advisor representative with Transamerica Retirement Solutions. Tyler has passed the Series 6, Series 63, Series 65, and SIE exams.

Firm Information

Tyler Schroeder is currently registered with Fisher Retirement Solutions LLC. Fisher Retirement Solutions LLC is an investment advisor based in Plano, TX. The firm primarily manages assets for pension and profit-sharing plans and state or municipal government entities. They have approximately $4.9 billion in regulatory assets under management.
Fisher Retirement Solutions LLC

6404 INTERNATIONAL PARKWAY

PLANO, TX 75093

$4.90B

Assets Under Management

82

Total Clients

28

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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 Schroeder’s Registration & Firm History

TX

07/08/2024 - Present

Fisher Retirement Solutions LLC (PLANO TX)

NY

09/20/2017 - 01/13/2022

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

IA

04/04/2014 - 12/31/2016

TRANSAMERICA INVESTORS SECURITIES CORPORATION (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 01/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Schroeder.
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