Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Wellman is a financial advisor with LPL Financial LLC. Tyler has been working in the financial industry since January 2015. Tyler holds a Series 66 and a Series 7 license. Tyler is registered with the state of Kansas, Nebraska and Texas. Tyler is also registered with the state of Nebraska and Kansas for investment advisor services. Prior to working with LPL Financial LLC, Tyler worked with Waddell & Reed from January 2015 to July 2021. Tyler's areas of expertise include portfolio management, financial planning and selection of other advisors. Tyler works with individual investors, corporations, charitable organizations and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
08/02/2021 - Present
LPL Financial LLC (LINCOLN NE)
NE
01/26/2015 - 07/21/2021
WADDELL & REED (LINCOLN NE)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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