Tyler Schlater is a CFP-designated registered investment advisor, based in Columbus, OH, with 16 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Columbus, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tyler is the founder and owner of Pickles Enterprise, LLC, an internet product sales business. He dedicates about 10-20% of his time to this non-investment related business.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Previous Registrations
Pacer Advisors, INC.
Pacer Financial, INC.Broker
J.P. Morgan Institutional Investments INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations2 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.
Exams
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