Tyler J. Kotlarz

SYNERGY WEALTH MANAGEMENT

GRAND RAPIDS, MI 49546

CRD#: 6220392

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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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Jacob Kotlarz'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®

CFP^®

Certified Financial Planner

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 49546

RIA

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.

CRD#: 39543

GRAND RAPIDS, MI

Past

August 7, 2013 - November 19, 2013

MIDAMERICA FINANCIAL SERVICES, INC.

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".

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)

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
(6/16/2015)

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: 11/8/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/2013

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/26/2025)

Regulatory assets under management

Total Number of Accounts	604
AUM (Assets Under Management)	$ 120,015,330

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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Tyler J. Kotlarz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Jacob Kotlarz's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNERGY WEALTH MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MIDAMERICA FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SYNERGY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2013

SIE

Date: 12/31/2015

Series 7

Date: 8/7/2013

Current Firm

SYNERGY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYNERGY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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