Tyler Walz

Wealth Management Advisor

Tyler Walz

Wealth Management Advisor

About

Tyler is a Wealth Management Advisor at Jacobs Financial in St. Cloud, MN, an independently owned and operated financial services firm. Tyler is focused on helping business owners, individuals and families create and implement comprehensive financial strategies that are tailored to their specific goals through a personalized, advice-based process.

Tyler is a graduate of the G.R. Herberger College of Business at St. Cloud State University and lives in Sartell, Minnesota, with his wife Crista and daughter Nora. He is actively involved in Ducks Unlimited, Central Minnesota United Way and Big Brothers Big Sisters and as a Board Member for the Sartell-St. Stephen Education Foundation. He enjoys golfing, basketball, cooking and spending time with his family and friends.

Services

  • Individual fee-based comprehensive financial planning and investment advisory account services
  • Retirement strategies (401k, 403b, Simple IRAs, SEP, Traditional, Roth, and Rollover IRAs)
  • Education funding strategies (529 plans, Coverdell IRAs, and UGMA/UTMA plans)
  • Wealth accumulation and portfolio development
  • Tax-efficient strategies
  • Insurance coverage (life, disability, and health)
  • Retirement income strategies

Team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Contact

    St. Cloud, Minn.

    1407 33rd St. S.
    St. Cloud, MN 56301

    Directions

    Tyler is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

    2680776/DOFU 8-2019