Jeremy Tyler
Jeremy Tyler is a CFP, ChFC-designated registered investment advisor at Exodus Wealth, LLC, based in Springfield, MO, with 20 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
901 E. Saint Louis, Suite 1601, Springfield, MO, 65806
Get directionsHistory
Regulatory History (2)
Criminal
April 2007Criminal
May 2002Other Business ActivitiesSells Insurance
Jeremy owns Wise Medicare, where he works as an insurance agent offering fixed annuities, disability, health, life, employee benefits, and long-term care, dedicating about 10-20% of his time. He is also a 50% silent partner in ClearView Insurance & Financial Services and a board member of NAIFA.
Employment History
Current Registrations
Exodus Wealth, LLC
Previous Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Questar Capital CorporationBroker
Mutual of Omaha Investor 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.
Exams
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