Wealth management adviser gets professional certification
SIOUX CITY, Iowa — Tyler Zellmer, a wealth management adviser with Security National, was recently awarded the Certified Trust and Financial Advisor (CTFA) professional certification.
The designation is awarded to financial professionals who meet the highest standards of excellence, experience and education in the field of wealth management and trust services, according to a press release from Security National Wealth Management.
To achieve the certification, Zellmer completed a curriculum and exam as set forth by the American Bankers Association, covering fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics. He will also meet certain ethical and professional development standards to maintain his certification.