Unclaimed Profile

Tyler Ray Needler

WEALTH ADVISORY SOLUTIONS, LLC·ZIONSVILLE, Indiana

SIE, Series 7, Series 24, Series 66Clean record17 years registeredWEALTH ADVISORY SOLUTIONS, LLC

1630 W OAK ST, ZIONSVILLE, IN 46077CRD# 5660871Firm CRD# 288903

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tyler Ray Needler · ZIONSVILLE, IN

Registration

CRD #5660871 · WEALTH ADVISORY SOLUTIONS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

WEALTH ADVISORY SOLUTIONS, LLC

Jul 2017 – present

CANTERBURY INVESTMENT MANAGEMENT, LLC

Aug 2016 – Feb 2019

ZIONSVILLE, IN

ELKHORN INVESTMENTS

Sep 2013 – Aug 2016

WHEATON, IL

AMERIPRISE FINANCIAL SERVICES, INC.

Jan 2010 – Jan 2011

INDIANAPOLIS, IN

WORLD EQUITY GROUP, INC.

Jul 2009 – Sep 2009

ANDERSON, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · July 15, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH ADVISORY SOLUTIONS, LLC

CRD 288903 · SEC 801-110859

AUM

$535M

Regulatory assets under management

Employees

1,777 client accounts

Services offered by WEALTH ADVISORY SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH ADVISORY SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Tyler Ray Needler offer?

Tyler Ray Needler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ZIONSVILLE, Indiana for a consultation.

What are Tyler Ray Needler's credentials?

Tyler Ray Needler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tyler Ray Needler located?

Tyler Ray Needler is based in ZIONSVILLE, Indiana, working with WEALTH ADVISORY SOLUTIONS, LLC. Their office serves clients in the ZIONSVILLE metropolitan area and surrounding communities.

How does Tyler Ray Needler charge for services?

Tyler Ray Needler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH ADVISORY SOLUTIONS, LLC?

WEALTH ADVISORY SOLUTIONS, LLC has approximately 19 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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