TB
Theodore W. Byrer
AMERICAN INDEPENDENT SECURITIES GROUP
Westfield, IN
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CRD#: 2980696
TB
Professional summary
Theodore William Byrer, who also goes by Ted Byrer, is a registered financial advisor currently at AMERICAN INDEPENDENT SECURITIES GROUP, LLC located in Westfield, Indiana.
Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Theodore has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ted Byrer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. BYRER WEALTH MANAGEMENT LLC ; INVESTMENT RELATED; 226 WEST TANSEY CROSSING, WESTFIELD, IN 46074; PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS; PRESIDENT/CEO; SINCE 5/2023; APPROX 40 HRS/MO INCLUDING MARKET HOURS; SALES AND ADMIN FUNCTIONS FOR FINANCIAL BUSINESS 2. INSURANCE LICENSE, INVESTMENT RELATED, 226 WEST TANSEY CROSSING, WESTFIELD, IN 46074, INSURANCE SALES - TRADITIONAL LIFE, FIXED ANNUITIES; POSITION: LIFE AGENT; START DATE: 05/2023; HRS/MO: 80, HRS DURING SECURITY HOURS: 80, DUTIES: DETERMINE CUSTOMER NEEDS FOR SALES OF INSURANCE PRODUCTS.
CRS (Client Relationship Summary) - RIA
Click below to view Theodore William Byrer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 2, 2025 - Present
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
RIA
BD
CRD#: 135288
Westfield, IN
Past
October 15, 2024 - May 15, 2025
B.B. GRAHAM & COMPANY, INC.
RIA
CRD#: 41533
ORANGE, CA
Past
May 9, 2023 - October 18, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 144426
WESTFIELD, IN
Past
May 9, 2023 - September 17, 2024
INTERNATIONAL ASSETS ADVISORY, LLC
BD
CRD#: 10645
WESTFIELD, IN
Past
November 11, 2013 - April 20, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Indianapolis, IN
Past
November 11, 2013 - April 20, 2023
MORGAN STANLEY
BD
CRD#: 149777
Indianapolis, IN
Past
September 14, 2007 - November 25, 2013
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
CARMEL, IN
Past
September 6, 2007 - November 25, 2013
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
CARMEL, IN
Past
August 31, 2005 - September 11, 2007
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
INDIANAPOLIS, IN
Past
June 12, 2003 - September 11, 2007
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
INDIANAPOLIS, IN
Past
October 14, 1998 - April 25, 2003
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
CRD#: 135288 / SEC#: 801-69138, 8-66905
RIA
Registered Investment Advisory firm - SEC (5/27/2008 Approved)Arizona
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)California
Registered Investment Advisory firm - SEC (6/4/2008 Terminated)Colorado
Registered Investment Advisory firm - SEC (7/3/2008 Terminated)District of Columbia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Florida
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Georgia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Idaho
Registered Investment Advisory firm - SEC (6/11/2008 Terminated)Indiana
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Kentucky
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (6/16/2008 Terminated)Montana
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Nevada
Registered Investment Advisory firm - SEC (7/8/2008 Terminated)New Mexico
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)North Dakota
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)Ohio
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Oregon
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Texas
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Washington
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(6/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AI
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
CRD#: 135288 / SEC#: 801-69138, 8-66905
RIA
Registered Investment Advisory firm - SEC (5/27/2008 Approved)Arizona
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)California
Registered Investment Advisory firm - SEC (6/4/2008 Terminated)Colorado
Registered Investment Advisory firm - SEC (7/3/2008 Terminated)District of Columbia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Florida
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Georgia
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Idaho
Registered Investment Advisory firm - SEC (6/11/2008 Terminated)Indiana
Registered Investment Advisory firm - SEC (6/5/2008 Terminated)Kentucky
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (6/16/2008 Terminated)Montana
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Nevada
Registered Investment Advisory firm - SEC (7/8/2008 Terminated)New Mexico
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)North Dakota
Registered Investment Advisory firm - SEC (6/9/2008 Terminated)Ohio
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Oregon
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Texas
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Washington
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (6/3/2008 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
664 S Rivershore Lane Suite 150, Eagle, ID 83616
Mailing Address
Po Box 579, Eagle, ID 83616
Phone number
(208) 489-3131
Established
Idaho since 12/30/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
34
SEC notice filing (49 States and Territories)
FINRA licenses (50 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 2,987 |
| AUM (Assets Under Management) | $ 604,888,609 |
Disclosures
| Regulatory Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
