AdvisorOS Directory
Claim Profile
Unclaimed Profile
TK

Tyler Allen Kocon

SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC·CLOQUET, Minnesota
Series 7, Series 63, Series 65Clean record16 years registeredSPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC
105 ARCH ST, CLOQUET, MN 55720CRD# 4146389Firm CRD# 152003

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tyler Allen Kocon · CLOQUET, MN
Registration
CRD #4146389 · SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC
Apr 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 5, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC
CRD 152003 · SEC 801-119587
AUM
$225M
Regulatory assets under management
Employees
7
1,834 client accounts
Services offered by SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC →
Introduction

Speak with Tyler

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Tyler is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLOQUET?

Browse all registered financial advisors in CLOQUET, Minnesota or claim this profile if it's yours.

Browse CLOQUET AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Tyler Allen Kocon offer?
Tyler Allen Kocon specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CLOQUET, Minnesota for a consultation.
What are Tyler Allen Kocon's credentials?
Tyler Allen Kocon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tyler Allen Kocon located?
Tyler Allen Kocon is based in CLOQUET, Minnesota, working with SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC. Their office serves clients in the CLOQUET metropolitan area and surrounding communities.
How does Tyler Allen Kocon charge for services?
Tyler Allen Kocon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC?
SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC has approximately 7 employees and manages $225M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC

Mark Joseph Cool
CLOQUET, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
City Guides
MINNEAPOLIS GuideEDINA GuideMINNETONKA GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile