Tyler Wealth Management, LLC

Tyler Wealth Management, LLC (CRD# 160649) is a financial advisory firm headquartered in Southlake, TX. They manage $16,954,018 in 149 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
950 E State Highway 114, Ste. 160, Southlake, TX 76092
http://tylerfinancialnetwork.com/
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $113,785
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, ID, MT, NJ, OK, TX

Financial Advisors at Tyler Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Kelly Fasterling, financial advisor Colorado Springs CO
Kelly M. Fasterling
CRD#: 6900683
7222 Commerce Center Drive, Suite 245, Colorado Springs, CO 80919

Kelly Fasterling (CRD# 6900683) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Colorado Springs, CO and has over 6 years of experience in the finance industry.

2
Michael Morrow, financial advisor Southlake TX
Michael D. Morrow
CRD#: 2364423
950 E State Highway 114, Ste. 160, Southlake, TX 76092

Michael Morrow (CRD# 2364423) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Southlake, TX and has over 30 years of experience in the finance industry.

3
Brandon Shaw, financial advisor Colorado Springs CO
Brandon C. Shaw
CRD#: 6238189
Colorado Springs, CO

Brandon Shaw (CRD# 6238189) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Colorado Springs, CO and has over 8 years of experience in the finance industry.

4
William Tyler, financial advisor Southlake TX
William A. Tyler
CRD#: 2584005
950 E State Highway 114, Ste. 160, Southlake, TX 76092

William Tyler (CRD# 2584005) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Southlake, TX and has over 29 years of experience in the finance industry.

5
Jodie Blair, financial advisor Fort Collins CO
Jodie Y. Blair
CRD#: 7852983
1001a E Harmony Rd #279, Fort Collins, CO 80525

Jodie Blair (CRD# 7852983) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.

6
Michael Dotti, financial advisor Southlake TX
Michael W. Dotti
CRD#: 7649124
950 E State Highway 114, Ste. 160, Southlake, TX 76092

Michael Dotti (CRD# 7649124) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Southlake, TX and has over 2 years of experience in the finance industry.

7
Lynn Rollins, financial advisor Fort Collins CO
Lynn M. Rollins
CRD#: 7852974
1001a E Harmony Rd #279, Fort Collins, CO 80525

Lynn Rollins (CRD# 7852974) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Fort Collins, CO and has 1 year of experience in the finance industry.

8
Peter West, financial advisor Tulsa OK
Peter W. West
CRD#: 1209651
Tulsa, OK

Peter West (CRD# 1209651) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Tulsa, OK and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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