Tyler Kennedy Kromkowski
Advisor at Paladin Wealth Partners — Clive, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 65
Experience Industry experience
6 years
Location
Clive, IA 50325
Paladin Wealth Partners
Supported
Total advisors
3Clients per advisor
34 LowAvg AUM per client
$2,742,945 Very HighHNW client ratio
58% Very HighTyler Kromkowski is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Paladin Wealth Partners since 2018 and briefly at Bridgepoint Investment Banking in 2018. Paladin Wealth Partners offers wealth management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios using a combination of fundamental, technical, and charting analysis alongside modern portfolio theory, tailoring allocations to clients’ objectives and risk tolerance.
Financial planning fixed fees ranging from $500 to $25,000; retirement plan consulting flat fees from $750 to $10,000
Up to 1.35% annually (maximum annual fee, actual fee negotiated)
Certain advisory representatives separately licensed as insurance agents may receive commissions from insurance sales
Up to $300 per hour for financial planning; $150 per hour for retirement plan consulting
Fee-only: Financial planning fixed fees ranging from $500 to $25,000; hourly fees up to $300 per hour; fees negotiable based on scope and complexity
Clive, IA
13375 University Avenue, Suite 300
Clive IA 50325
Advisors at this office
3
Iowa
6 years of industry experience
Paladin Advisory Group, LLC dba Paladin Wealth Partners
2020 - Present • 6 years
Clive, IA
Paladin Advisory Group, LLC DBA Paladin Wealth Partners
2018 - Present • 8 years
Clive, IA
Bridgepoint Investment Banking
2018 - 2018 • 1 year
Des Moines, IA
Unemployed
2018 - 2018 • 1 year
West Des Moines, IA
Hands Jewelers
2017 - 2018 • 1 year
Iowa City, IA
Dream Worker NPO
2017 - 2017 • 1 year
Cape Town
The Java House
2016 - 2017 • 1 year
Iowa City, IA
Eden Lounge
2015 - 2016 • 1 year
Iowa City, IA
University of Iowa
2014 - 2018 • 4 years
Iowa City, IA
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.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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