TC
CFP
TC
CFP
Tyler Childs
12 Years of Experience
Birmingham, MI
1 DisclosureBroker
Tyler Childs is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Birmingham, MI, with 12 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B
Fee Structure
Investment management only (planning not offered)
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
One-Time Plan:$500 - $50,000
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Location
325 North Old Woodward Ave, Suite 200, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2024Award / Judgment
Employment History
Current Registrations
UBS Financial Services INC.Broker
October 2017 - Present · 9 yrs
UBS Financial Services INC.
October 2017 - Present · 9 yrs
Previous Registrations
Copeland Capital Management, LLC
December 2015 - October 2017 · 1 yr 10 mos
Northern Lights Distributors, LLCBroker
November 2015 - October 2017 · 1 yr 11 mos
Invesco Advisers, INC.
June 2014 - September 2015 · 1 yr 3 mos
Invesco Distributors, INC.Broker
May 2014 - September 2015 · 1 yr 4 mos
Hines Securities, INC.Broker
September 2013 - April 2014 · 7 mos
State Registrations30 states
AZCACOCTDCFLGAILINKSKYMAMDMEMIMNNCNJNVNYOHORPASCTNTXVAWAWIWY
AdvisorBrokerBoth
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
No exam information available for this advisor.
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