Robert Tyler
Robert Tyler is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Yorktown, IN, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
10101 W. Sr 32, Yorktown, IN, 47396
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2006Other Business ActivitiesSells Insurance
Robert is an insurance agent and owner/lead advisor at Tyler Wealth Management, dedicating nearly full-time hours to this role. He also purchases VUL, UL, and Term Life Insurance, Disability Income, and Long-Term Care Insurance for clients, and is involved with Ball State University and The Community Foundation of Muncie and Delaware County, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Proequities, INC.Broker
Advantage Capital CorporationBroker
State Registrations29 states
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.