TS

Tyler Smet

Client Relationship Manager at The Retirement Advantage

Tyler Smet, QKA, is a Client Relationship Manager at The Retirement Advantage, Inc. (TRA) since November 2018, overseeing a client base of approximately 160 and serving as a Subject Matter Advisor for TRA's 3(16) services. Prior experience includes roles as a Client Relationship Associate and Transaction Coordinator at TRA, where responsibilities involved processing client requests, ensuring accuracy in documentation, and maintaining effective communication with clients and fund companies. Tyler's earlier positions include Workflow Specialist and Account Maintenance roles at SII Investments, focusing on managing paperwork and collaborating with financial advisors. Prior to these roles, Tyler was a Sales Associate at Dunhams Sports and served as a College Financial Representative at Northwestern Mutual, where Tyler earned life and health insurance licenses and engaged in financial planning. Tyler holds a Bachelor of Business Administration in Finance from the University of Wisconsin Oshkosh and an Associate's degree from UW-Fond du Lac.

Links

Previous companies

Northwestern Mutual logo

Org chart