Tyler J. Schweigert
DIXON AND COMPANY WEALTH MANAGEMENT
WINSTON SALEM, NC 27106
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CRD#: 5607112
Professional summary
Tyler Jordan Schweigert, CFP® is a registered financial advisor currently at DIXON AND COMPANY WEALTH MANAGEMENT, LLC located in Winston Salem, North Carolina.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Tyler has worked at 2 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.
1) Fixed Insurance; Yes; 155 Sunnynoll Court, Suite 101 Winston Salem, NC 27106; Fixed/traditional insurance; Agent; 02/2019; 2; 2; Sales of fixed/traditional insurance products. 2) The Financial Edge Podcast; Yes; 155 Sunnynoll Court, Suite 101 Winston Salem, NC 27106; Teaching/coaching; Podcast co-founder/co-host; 01/2020; 5; 5; Developing and writing content for each episode, recording and editing episodes and track episode performance. 3) Money & Stuff Book; Yes; 155 Sunnynoll Court, Suite 101 Winston Salem, NC 27106; A book of financial education for novice investors; Contributing author; 2021; 1; 1; We've already published the book 2 years ago. Occasionally, we edit it for content and clarity. This is general financial education information, we don't talk specific investments or products. 4) Tyler Jordan Schweigert is the owner/distributor of Schweigert Enterprises; No; Pensacola, FL
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Jordan Schweigert's 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®
CFP®
Start date: 2021
Experience
Current
January 12, 2018 - Present
DIXON AND COMPANY WEALTH MANAGEMENT, LLC
Office #1: 155 Sunnynoll Ct Suite 101, Winston Salem, NC 27106RIA
CRD#: 169862
WINSTON SALEM, NC
Past
January 2, 2018 - July 19, 2019
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
WINSTON SALEM, NC
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
Florida(8/25/2025)
IAR
North Carolina(1/12/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DA
DIXON AND COMPANY WEALTH MANAGEMENT, LLC
DIXON & COMPANY WEALTH MANAGEMENT | DIXON, MIKE | DIXON AND COMPANY WEALTH MANAGEMENT, LLC | DIXON AND COMPANY WEALTH MANAGEMENT LLC | DIXON & COMPANY WEALTH MGMT LLC | DIXON & COMPANY WEALTH MANAGEMENT, LLC | DIXON & COMPANY WEALTH MANAGEMENT LLC
CRD#: 169862 / SEC#:
Florida
Registered Investment Advisory firm - (8/25/2025 Approved)North Carolina
Registered Investment Advisory firm - (12/23/2013 Approved)Texas
Registered Investment Advisory firm - (8/15/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Sunnynoll Ct Suite 101, Winston Salem, NC 27106
Mailing Address
Phone number
(336) 245-8626
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 534 |
| AUM (Assets Under Management) | $ 57,621,290 |
Red Flags
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