Tyler J. Kotlarz
SYNERGY WEALTH MANAGEMENT
Grand Rapids, MI 49546
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CRD#: 6220392
Professional summary
Tyler Jacob Kotlarz, CFP®, who also goes by Tyler Jack Kotlarz, is a registered financial advisor currently at SYNERGY WEALTH MANAGEMENT, LLC located in Grand Rapids, Michigan.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Tyler has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tyler Jack Kotlarz
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)PRO AM COLLISION. AUTO BODY SHOP. GRAND RAPIDS, MI. STARTED 11/2014 AS ASSISTANT OFFICE MANAGER. ASSIST IN THE FRONT OFFICE WITH CUSTOMERS AFTER NORMAL BUSINESS HOURS. ALSO, FILE AND ORGANIZATION OF THE FRONT OFFICE. SPENDS 20 HR/WK, NONE DURING TRADING.
2)MI STORAGE, LLC. HUDSONVILLE, MI. STARTED 11/2014 AS OWNER OF MI STORAGE, LLC. COORDINATING LENDING, PURCHASES, AND CONSTRUCTION PLANS BEFORE BUILDING IN SPRING 2015. SPENDS 5 HR/WK, NONE DURING TRADING.
3)KOTLARZ PROPERTIES, LLC. HUDSONVILLE, MI. STARTED 11/2014 AS OWNER OF KOTLARZ PROPERTIES, LLC. PROPERTY HOLDING COMPANY FOR MI STORAGE, LLC. SPENDS 1 HR/MO, NONE DURING TRADING.
4) MI Motors, Grand Rapids, MI. started 2/2016 partner. used car dealership. spends 5 hours per month, none during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Jacob Kotlarz'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: 2016
Experience
Current
June 16, 2015 - Present
SYNERGY WEALTH MANAGEMENT, LLC
Office #1: 660 Cascade W. Parkway Se Suite 250, Grand Rapids, MI 49546RIA
CRD#: 174633
Grand Rapids, MI
Past
June 4, 2014 - December 31, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
GRAND RAPIDS, MI
Past
January 2, 2014 - December 31, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
GRAND RAPIDS, MI
Past
August 7, 2013 - November 19, 2013
MIDAMERICA FINANCIAL SERVICES, INC.
BD
CRD#: 47351
JOPLIN, MO
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".
SW
SYNERGY WEALTH MANAGEMENT, LLC
SYNERGY WEALTH MANAGEMENT, LLC
CRD#: 174633 / SEC#: 801-134324
RIA
Registered Investment Advisory firm - (9/10/2025 Approved)Michigan
Registered Investment Advisory firm - (10/3/2025 Terminated)Texas
Registered Investment Advisory firm - (9/26/2025 Terminated)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(6/16/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SYNERGY WEALTH MANAGEMENT, LLC
SYNERGY WEALTH MANAGEMENT, LLC
CRD#: 174633 / SEC#: 801-134324
RIA
Registered Investment Advisory firm - (9/10/2025 Approved)Michigan
Registered Investment Advisory firm - (10/3/2025 Terminated)Texas
Registered Investment Advisory firm - (9/26/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
660 Cascade W. Parkway Se Suite 250, Grand Rapids, MI 49546
Mailing Address
Phone number
(616) 285-7818
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 604 |
| AUM (Assets Under Management) | $ 120,015,330 |
Red Flags
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Company Information
SYNERGY WEALTH MANAGEMENT, LLC
CRD#: 174633Grand Rapids, MI 49546TRUST BUT VERIFY
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