Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Bad Axe, MI 48413
Credentials
Series 66
Industry experience
14 years
Tyler Colling is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 14 years of industry experience. He has worked at Fieldstone Wealth Management since 2019 and previously at Cherry Hill Financial and Jason Patrick & Associates LLC. Outside of finance, he co-owns an agricultural business, T & K Colling Farms LLC, which manages crop farming operations in Michigan. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, utilizing asset-allocation analysis and firm research to develop tailored recommendations.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
1 East Huron Avenue
Bad Axe, MI 48413
Michigan
Fieldstone Wealth Management
2019 - Present (7 years)
Cherry Hill Financial
2014 - 2018 (4 years)
Jason Patrick & Associates Llc
2014 - 2018 (4 years)
Raymond James Financial Services Advisors Inc.
2011 - Present (15 years)
Raymond James Financial Services,Inc
2011 - Present (15 years)
Amway Rep
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Bad Axe, MI
1st Securities Management, Inc
Series 63, Series 66
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Prospera Financial Services, inc.
Series 66
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Edward Jones
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Bad Axe, MI
Raymond James Financial
Series 65
Bad Axe, MI
Raymond James Financial
Series 66
Bad Axe, MI
Raymond James Financial
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