Tyler Schroeder
Investment adviser representative at Fisher\smb
11 yearsExperience
1 stateRegistered in
$6.8BFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Fisher\smbJul 2024 to now
- Fisher Retirement Solutions LLCJul 2024 to now
- Fisher InvestmentsFeb 2022 to Jul 2024
- Transamerica Investors Securities CorporationSep 2017 to Jan 2022
- Transamerica Retirement SolutionsJul 2015 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
2 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
- 6291787
- Firm CRD
- 331205