Clayton Tyree, financial advisor Elm Grove WI

Clayton Tyree

CRD Number: 6691818
Current Firm: Next Financial Group, Inc.

Clayton Tyree (CRD# 6691818) is an Investment Advisor Representative working at Next Financial Group, Inc. in Elm Grove, WI and has over 3 years of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Elm Grove WI
Robyn T. Abel
CRD# 6857150
Robert W. Baird & Company Incorporated
Similar Advisors
Naomi Ackley, financial advisor Elm Grove WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Matthew Adey, financial advisor Elm Grove WI
Matthew J. Adey
CRD# 4368960
Pgim Investments LLC
Company Name Location Dates Years
Next Financial Group, Inc. Houston, TX Aug 2017 - Current 4
The Leist Group, Inc. Elm Grove, WI Aug 2016 - Current 5
Cue Club Of Wisconsin Waukesha, WI Jan 2014 - Jun 2017 3
Master Z's Cue Club Waukesha, WI Jun 2009 - Dec 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Clayton J. Tyree
Phone Number: 713-789-7122
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    2,611
    MILLIONS
  • Total Number of Accounts
    14,768
    ACCOUNTS
  • Average Account Value
    $176,781
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.