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Tyson Giger

4 Years of Experience
Sells Insurance

Tyson Giger is a registered investment advisor at Midland Wealth Management, based in Effingham, IL, with 4 years of industry experience. Tyson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 138 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
138 clients
Average Client Portfolio
$21.2M average
Assets Under Management
$2.9B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5M+0.50%

The Advisor imposes a minimum fee of $1,000 or the fee schedule above, whichever is greater. If the firm manages an account under its fixed income strategy, the fees for the fixed income strategy will be reduced by 50% from the standard fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1201 Network Centre Drive, Effingham, IL, 62401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tyson is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations since June 2024. This activity takes minimal time.

Employment History
Current Registrations
Midland Wealth Management
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Bdo Wealth Advisors, LLC
January 2018 - September 2019 · 1 yr 8 mos
Stifel, Nicolaus & Company, Incorporated
July 2007 - November 2008 · 1 yr 4 mos
State Registrations1 state
MO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Tyson Giger - Financial Advisor | TrueAdvisor