Tyler Evan Stermetz
Investment adviser representative at Brogan Financial
10 yearsExperience
1 stateRegistered in
$577MFirm assets
18 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Brogan FinancialMar 2025 to now
- 21st Mortgage CorporationAug 2024 to Mar 2025
- Otter Creek LandscapingMay 2024 to Aug 2024
- Gettysvue Polo, Golf, and Country ClubAug 2023 to Dec 2023
- Big Orange Moving CompanyMay 2023 to Aug 2023
- Regal Cinebarre West Town MallJan 2023 to May 2023
- Whole FoodsAug 2022 to Jan 2023
- Food CityDec 2021 to Aug 2022
- The University of Tennessee KnoxvilleMar 2020 to May 2024
- Urban Air Adventure ParkOct 2019 to Mar 2020
- Panic Escape RoomMar 2019 to Oct 2019
- SonicJun 2018 to Mar 2019
- Wheaton Academy High SchoolAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
Brogan Financial
Legal name: Brogan Financial, Inc.
$577MAssets managed
746Clients
9Advisers
18 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
- 8181340
- Firm CRD
- 133623