Unclaimed Profile

Tyler Lee Rudek

HERITAGE WEALTH ARCHITECTS, INC.·MENDOTA HEIGHTS, Minnesota

SIE, Series 7, Series 66Clean record18 years registeredHERITAGE WEALTH ARCHITECTS, INC.

1270 NORTHLAND DRIVE, MENDOTA HEIGHTS, MN 55120CRD# 5377883Firm CRD# 161261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tyler Lee Rudek · MENDOTA HEIGHTS, MN

Registration

CRD #5377883 · HERITAGE WEALTH ARCHITECTS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

BOYUM WEALTH ARCHITECTS LLC

May 2015 – present

TRANSAMERICA RETIREMENT ADVISORS, INC.

Jan 2014 – May 2015

ST. PAUL, MN

TRANSAMERICA FINANCIAL ADVISORS, INC.

Jul 2009 – Dec 2013

ST. PAUL, MN

EDWARD JONES

Sep 2007 – Jan 2008

EDEN PRAIRIE, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 19, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE WEALTH ARCHITECTS, INC.

CRD 161261 · SEC 801-112783

AUM

$259M

Regulatory assets under management

Employees

681 client accounts

Services offered by HERITAGE WEALTH ARCHITECTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HERITAGE WEALTH ARCHITECTS, INC. →

Introduction

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Frequently Asked Questions

What services does Tyler Lee Rudek offer?

Tyler Lee Rudek specializes in Financial Planning, Investment Management. Contact their office in MENDOTA HEIGHTS, Minnesota for a consultation.

What are Tyler Lee Rudek's credentials?

Tyler Lee Rudek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tyler Lee Rudek located?

Tyler Lee Rudek is based in MENDOTA HEIGHTS, Minnesota, working with HERITAGE WEALTH ARCHITECTS, INC.. Their office serves clients in the MENDOTA HEIGHTS metropolitan area and surrounding communities.

How does Tyler Lee Rudek charge for services?

Tyler Lee Rudek's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE WEALTH ARCHITECTS, INC.?

HERITAGE WEALTH ARCHITECTS, INC. has approximately 5 employees and manages $259M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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