Tyler E Degeneffe
Investment adviser representative at Esi Financial Advisors
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Equity Services, Inc.Aug 2017 to now
- National Life GroupAug 2017 to now
- MML Investors Services, LLCMar 2017 to Aug 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Aug 2017
- Metlife Securities, IncJan 2006 to Aug 2017
- Metropolitan Life Ins CoJan 2006 to Aug 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (WI).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 5086110
- Firm CRD
- 265