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TA

Tyler Akerlind

CETERA INVESTMENT MANAGEMENT LLC
ST. PAUL, MN 55101
Some features on this profile are disabled
CRD#: 7061711
TA

Professional summary

Tyler Akerlind is a registered financial advisor currently at CETERA INVESTMENT MANAGEMENT LLC located in St. Paul, Minnesota and CETERA WEALTH SERVICES, LLC located in Saint Paul, Minnesota.

Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Tyler has worked at 7 firms and has passed the Series 63, Series 7TO, SIE and Series 24 exams.

top-8-questions

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.
EBAY POSITION: online seller NATURE: online selling INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2022 ADDRESS: 2025 Hamilton Avenue, San Jose CA 95125, United States DESCRIPTION: Selling used items online on ebay.com. Items include clothing, small electronics, and vintage/household items.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Akerlind'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®
None

Experience

Current

August 14, 2023 - Present

CETERA INVESTMENT MANAGEMENT LLC

Office #1: 400 Robert Street North Suite 1350, St. Paul, MN 55101
RIA
CRD#: 165436
ST. PAUL, MN
Current

August 10, 2023 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 400 Robert Street North Suite 800, Saint Paul, MN 55101
BD
CRD#: 13572
Saint Paul, MN
Current

August 14, 2023 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 400 Robert Street North Suite 800, Saint Paul, MN 55101
BD
CRD#: 15340
Saint Paul, MN
Current

August 14, 2023 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 400 Robert Street North Suite 800, Saint Paul, MN 55101
BD
CRD#: 10358
Saint Paul, MN
Current

August 14, 2023 - Present

CETERA ADVISORS LLC

Office #1: 400 Robert Street North Suite 800, Saint Paul, MN 55101
BD
CRD#: 10299
Saint Paul, MN
Past

August 10, 2023 - August 14, 2023

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
ST PAUL, MN
Past

July 1, 2019 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
ST PAUL, MN
Past

June 19, 2019 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST PAUL, MN

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".
CI
CETERA INVESTMENT MANAGEMENT LLC
CETERA INVESTMENT MANAGEMENT LLC | TOWER SQUARE INVESTMENT MANAGEMENT LLC

CRD#: 165436 / SEC#: 801-77403

RIA
Registered Investment Advisory firm - (1/3/2013 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Minnesota
(8/10/2023)
IAR
Minnesota
(8/14/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 10/30/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/19/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/29/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/24/2020
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CETERA INVESTMENT MANAGEMENT LLC
CETERA INVESTMENT MANAGEMENT LLC | TOWER SQUARE INVESTMENT MANAGEMENT LLC

CRD#: 165436 / SEC#: 801-77403

RIA
Registered Investment Advisory firm - (1/3/2013 Approved)
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Contact information

Main Address
1450 American Lane Suite 650, Schamburg, IL 60173
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (2 States and Territories)

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Documents

Latest Form ADV

Part 2 Brochures

CETERA INVESTMENT MANAGEMENT LLC ADV PART 2A AND 2B (3/28/2025)

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.

Company Information

CETERA INVESTMENT MANAGEMENT LLC

CRD#: 165436St. Paul, MN 55101

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