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Tyler Allen Kocon

Investment adviser representative at Split Rock Private Trading and Wealth Management LLC
9 yearsExperience
2 statesRegistered in
$356.1MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

9 years in the industry.

  1. Split Rock Private Trading and Wealth Management LLCMar 2010 to now
  2. North American Shale Energy Fund LPJan 2014 to Dec 2019
  3. Split Rock Asset Management LLCJan 2014 to Dec 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Split Rock Private Trading and Wealth Management LLC

$356.1MAssets managed
998Clients
5Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4146389
Firm CRD
152003
Advisor's SEC record (opens in a new tab)
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