TB
CFP
TB
CFP

Tyler Bales

8 Years of Experience
Columbia, MO
Broker

Tyler Bales is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MO, with 8 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1603 Chapel Hill, Suite 203, Columbia, MO, 65203

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Tyler works for Miller, Bales & Company, P.C. providing financial services, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2017 - Present · 8 yrs 8 mos
Cetera Financial Specialists LLCBroker
August 2017 - Present · 8 yrs 11 mos
State Registrations17 states
ARCACODCFLILINKSMAMIMONCOHORPASCTX
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.