Unclaimed Profile

Tyler Lee Rudek

HERITAGE WEALTH ARCHITECTS, INC.·MENDOTA HEIGHTS, Minnesota

Clean recordHERITAGE 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tyler Lee Rudek is a registered financial advisor based in MENDOTA HEIGHTS, Minnesota, affiliated with HERITAGE WEALTH ARCHITECTS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HERITAGE WEALTH ARCHITECTS, INC.

AUM

$259M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HERITAGE WEALTH ARCHITECTS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5377883

Firm CRD# 161261

View on FINRA BrokerCheck →

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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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