Tyler J. Krzewina

SPECIALIZED RETIREMENT CONSULTANTS LLC

Marquette, MI

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CRD#: 5386852

Professional summary

Tyler Jon Krzewina, AIF® is a registered financial advisor currently at SPECIALIZED RETIREMENT CONSULTANTS LLC located in Marquette, Michigan.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Tyler has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Jon Krzewina's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 29, 2021 - Present

SPECIALIZED RETIREMENT CONSULTANTS LLC

RIA

CRD#: 317027

Marquette, MI

Past

January 14, 2021 - August 3, 2021

USI SECURITIES, INC.

CRD#: 43793

GLASTONBURY, CT

Past

August 28, 2020 - August 3, 2021

USI ADVISORS

RIA

CRD#: 108113

Kimberly, WI

Past

December 27, 2016 - July 28, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

KIMBERLY, WI

Past

September 6, 2016 - July 28, 2020

LPL FINANCIAL LLC

CRD#: 6413

KIMBERLY, WI

Past

October 8, 2007 - December 31, 2009

PRINCIPAL SECURITIES, INC.

CRD#: 1137

APPLETON, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SPECIALIZED RETIREMENT CONSULTANTS LLC

401TK.COM | SPECIALIZED RETIREMENT CONSULTANTS LLC

CRD#: 317027 / SEC#: 801-127777

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

Michigan

Registered Investment Advisory firm - (6/26/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(10/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/23/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/6/2016

General Securities Representative Examination

Current Firm

SPECIALIZED RETIREMENT CONSULTANTS LLC

401TK.COM | SPECIALIZED RETIREMENT CONSULTANTS LLC

CRD#: 317027 / SEC#: 801-127777

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

Michigan

Registered Investment Advisory firm - (6/26/2024 Terminated)

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Contact information

Main Address

Marquette, MI

Mailing Address

Phone number

(906) 236-5500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- SPECIALIZED RETIREMENT CONSULTANTS LLC (3/10/2025)

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 166,614,385

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Tyler J. Krzewina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Jon Krzewina's CRS (Customer Relationship Summary).

Certified licenses

Experience

USI SECURITIES, INC.

USI ADVISORS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

SPECIALIZED RETIREMENT CONSULTANTS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2016

SIE

Date: 10/1/2018

Series 7

Date: 9/6/2016

Current Firm

SPECIALIZED RETIREMENT CONSULTANTS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SPECIALIZED RETIREMENT CONSULTANTS LLC

TRUST BUT VERIFY

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