AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Larry Lytle

Larry Lytle

CFP®
WISER ADVISOR GROUP
PHOENIX, AZ
·CRD# 4872962·21 years experience

Professional Summary

Larry Lytle, CFP® is a registered financial advisor currently at WISER ADVISOR GROUP located in Phoenix, Arizona and QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois. Larry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Larry has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2008

Years of Experience

21 years in the financial services industry

Current & Past Employments

WISER ADVISOR GROUP·CRD# 326579
RIA
Phoenix, AZ
May 19, 2023 - Present
QUINCY WELLS CAPITAL, LLC·CRD# 334163
BD
145 South Wells Ste 1301, Chicago, IL 60606
March 26, 2026 - Present
GREAT POINT CAPITAL LLC·CRD# 114203
BD
Phoenix, AZ
August 22, 2023 - March 26, 2026
RBC CAPITAL MARKETS, LLC·CRD# 31194
RIA
Phoenix, AZ
October 3, 2017 - May 25, 2023
RBC CAPITAL MARKETS, LLC·CRD# 31194
BD
Phoenix, AZ
October 3, 2017 - May 25, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Gilbert, AZ
August 31, 2009 - October 4, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Gilbert, AZ
August 7, 2009 - October 4, 2017
MORGAN STANLEY·CRD# 149777
BD
Scottsdale, AZ
June 1, 2009 - August 31, 2009
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Scottsdale, AZ
December 16, 2004 - June 1, 2009

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

WA
WISER ADVISOR GROUP

WISER ADVISOR GROUP | WISER ADVISOR GROUP LLC

CRD#: 326579 / SEC#: 801-127992
RIA
Registered Investment Advisory firm - SEC (5/17/2023 Approved)

Contact Information

Main Address

Phoenix, AZ

Phone Number

(480) 500-9055

# of Employees

3

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2BS (3/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

155

AUM (Assets Under Management)

$127,790,495

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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) CIMARRON GENERAL INVESTMENTS LLC; ADDRESS: 10645 N TATUM BLVD, STE 200-674, PHOENIX, ARIZONA 85028; BUSINESS DESCRIPTION: LLC IS GENERAL PARTNER FOR FRANKLIN INVESTORS, LLLP.; NOT INVESTMENT RELATED; START DATE: 12/29/2014; CAPACITY: OWNER-ACTIVE; DUTIES: PARTICIPANT IN THE BOARD MEETING; HOURS DEVOTED TO THIS OBA PER MONTH: 1; HOURS DEVOTED DURING SECURITIES TRADING: 0;
(2) FRANKLIN INVESTMENTS LLLP; ADDRESS: 10645 N TATUM BLVD, SUITE 200-674, PHOENIX, ARIZONA 85028; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: LIMITED PARTNERSHIP FOR FAMILY INVESTMENTS; START DATE: 12/29/2014; CAPACITY: OWNER-ACTIVE; DUTIES: ATTEND BOARD MEETINGS; HOURS DEVOTED TO THIS OBA PER MONTH: 1; HOURS DEVOTED DURING TRADING: 1;
(3) FOLDS OF HONOR; ADDRESS: 8711 EAST PINNACLE PEAK ROAD PMB 326, SCOTTSDALE, AZ; BUSINESS DESCRIPTION: NON-PROFIT; NOT INVESTMENT RELATED; START DATE: 01/2024; CAPACITY: TREASURER; DUTIES: GENERAL OVERSIGHT; NUMBER OF HOURS DEVOTED: 10; HOURS DEVOTED DURING TRADING: NONE;
(4) NONPROFIT CONSULTING: ADDRESS: 4616 E Sunset Dr, Phoenix, AZ 85028; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: PROVIDE CONSULTING TO NON-PROFITS AND CONDUCT SPEAKING ENGAGEMENTS ON NONPROFIT TOPICS; CAPACITY: SOLE PROPRIETOR; START DATE: 7/2/2018; DUTIES: CONTRACTED FOR SPEAKING ENGAGEMENTS ON VARIOUS TOPICS RELATED TO NONPROFITS. CONDUCT LIMITED CONSULTING ENGAGEMENTS WITH NONPROFIT ADMINISTRATIONS AND BOARDS; HOURS DEVOTED PER MONTH: 2; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.
(5) VIDA NUEVA INVESTMENTS, LLC; ADDRESS: 4616 E Sunset Dr, Phoenix, AZ 85028; PERSONAL RESIDENCE; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: LLC HOLDING RENTAL REAL ESTATE; CAPACITY: OWNER-ACTIVE; START DATE: 6/1/2009; DUTIES: MANAGE AND ACQUIRE RENTAL REAL ESTATE; HOURS DEVOTED PER MONTH: 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.
(6) NAME OF ENTITY: Vida Nueva Cali ADDRESS: 802 S Sierra Ave, Solana Beach, CA 92075 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Real Estate CAPACITY: Owner - Active START DATE: 10/11/2021 DUTIES: Expense Tracking, Check Writing, Contract tracking HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
(7) NAME OF ENTITY: Lytle Democratization Technologies LLC ADDRESS: 10645 N Tatum Blvd Ste 200-674, Phoenix AZ 85028 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: The LLC focuses on designing and launching technology-based businesses. CAPACITY: Owner - Active START DATE: 1/26/22 DUTIES: As one of the two partners, I will help in the crafting of novel business concepts and evaluating partnerships to bring those concepts to market. HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
(8) NAME OF ENTITY: The Ark Project LLC ADDRESS: 4616 E Sunset Dr, Phoenix, AZ 85028 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: The company will use AI to create customer service alter-egos. CAPACITY: Owner - Active START DATE: 2/11/22 DUTIES: I will be an active owner for the business. I will work with the design and direction of the development of a consumer product. HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
(9) NAME OF ENTITY: Wiser Venture, LLC ADDRESS: 4616 E Sunset Dr, Phoenix, AZ 85028 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Business is engaged in investment banking activities. CAPACITY: Owner - Active START DATE: 5/11/23 DUTIES: An active owner of the business HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 Larry Lytle will be the Treasurer at Hugh Lytle for Governor. The address of the Hugh Lytle for Governor is 20044 N 101st Way Scottsdale AZ 85255. The start date is Jan 26, 2026. His duties will be keeping the books for Governor race for Arizona, and he plans to spend 4 hours per month during normal trading hours and 8 hours per month outside of normal trading hours. This is not investment related.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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".
WA
WISER ADVISOR GROUP

WISER ADVISOR GROUP | WISER ADVISOR GROUP LLC

CRD#: 326579 / SEC#: 801-127992
RIA
Registered Investment Advisory firm - SEC (5/17/2023 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Arizona
(5/24/2023)
RR
Arizona
(6/3/2026)
IAR
California
(8/1/2024)
RR
California
(6/4/2026)
IAR
Florida
(1/9/2026)
RR
Florida
(6/17/2026)
RR
Indiana
(6/5/2026)
IAR
South Dakota
(12/16/2025)
RR
South Dakota
(6/9/2026)
IAR
Texas
(5/19/2023)
RR
Texas
(3/27/2026)
IAR
Utah
(12/16/2025)
RR
Utah
(6/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2004About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2004About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2004About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Larry Lytle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Larry Lytle
Follow Larry
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required