Tyler Mccullough is a registered investment advisor at W&s Advisory Services, LLC, based in Mishawaka, IN, with 4 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,689 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
W&S Advisory Services charges a flat monthly fee for managing children's custodial accounts:
- Single account — $3.00 per month
- Multiple accounts — $5.00 per month
This monthly fee covers all brokerage commissions, stock transfer fees, and custodial fees. Investment management fees do not include the underlying expenses charged by the exchange-traded funds or mutual funds in your portfolio.
Location
4100 Edison Lakes Pkwy, Suite 330, Mishawaka, IN, 46545
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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.
Learn about disclosures →Employment History
Current Registrations
W&s Advisory Services, LLC
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
State Registrations7 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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