Tyler Harrelson
Tyler Harrelson is a registered investment advisor at The Art and Science of Successful Planning, based in Ft. Myers, FL, with 31 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 54 clients with $16M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3949 Evans Ave., Unit 300, Ft. Myers, FL, 33901
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2018Other Business ActivitiesSells Insurance
Tyler is a licensed Life and Health insurance agent brokering fixed insurance products and consults on Professional Employer Organizations and employee benefits. He also participates in veteran events and is involved in senior-oriented associations, as well as being affiliated with Ultra Magnus Enterprises, LLC, which leases office and restaurant space.
Employment History
Current Registrations
The Art and Science of Successful Planning
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Tyler G. Harrelson, P.A. D/b/a the Art & Science of Successful P
Mutual Service CorporationBroker
Mutual Service CorporationBroker
Securian Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.