Tyler Mcconville is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Madison, WI, with 10 years of industry experience. Tyler 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
406 Science Drive, Suite 310, Madison, WI, 53711-1068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Tyler is the Advocacy Director/Collaborative Learning Co-Chair for the Financial Planning Association of Wisconsin, dedicating minimal time outside trading hours. He also serves as Director of Career Development for the same organization, spending a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Retirement Income Strategies, LLC
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Cetera Wealth Services, LLCBroker
Cetera Investment Services LLCBroker
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Facet
Sva Wealth Management, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Edward JonesBroker
Edward Jones
Ameriprise Financial Services, INC.
Ameriprise 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.