AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TN

Tyler R. Needler

WEALTH ADVISORY SOLUTIONS
Zionsville, IN 46077
Some features on this profile are disabled
CRD#: 5660871
TN

Professional summary

Tyler Ray Needler is a registered financial advisor currently at WEALTH ADVISORY SOLUTIONS, LLC located in Zionsville, Indiana.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Tyler has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Ray Needler's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 27, 2017 - Present

WEALTH ADVISORY SOLUTIONS, LLC

Office #1: 1630 W Oak St Suite 201, Zionsville, IN 46077
RIA
CRD#: 288903
Zionsville, IN
Past

August 3, 2016 - February 26, 2019

CANTERBURY INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 125680
ZIONSVILLE, IN
Past

May 5, 2014 - July 20, 2016

ELKHORN SECURITIES, LLC

BD
CRD#: 168905
WHEATON, IL
Past

October 21, 2013 - May 8, 2014

CAPE SECURITIES INC.

BD
CRD#: 7072
WHEATON, IL
Past

September 20, 2013 - August 8, 2016

ELKHORN INVESTMENTS

RIA
CRD#: 168198
WHEATON, IL
Past

March 1, 2011 - September 12, 2013

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
DOWNERS GROVE, IL
Past

January 21, 2010 - January 28, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
INDIANAPOLIS, IN
Past

January 20, 2010 - January 28, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
INDIANAPOLIS, IN
Past

July 15, 2009 - September 30, 2009

WORLD EQUITY GROUP, INC.

RIA
CRD#: 29087
ANDERSON, IN
Past

April 24, 2009 - September 30, 2009

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
ANDERSON, IN

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
WEALTH ADVISORY SOLUTIONS, LLC
CEDAR WEALTH PARTNERS | WEALTH ADVISORY SOLUTIONS, LLC | THE MONUMENT CIRCLE GROUP | INTELLIGENT DESIGN ADVISORS, LLC | HOBBS WEALTH MANAGEMENT | ENVISION RIA | ENCIRCLE FINANCIAL STRATEGIES | DELTA WEALTH ADVISORS, LLC | COMPREHENSIVE FINANCIAL PLANNING SERVICES

CRD#: 288903 / SEC#: 801-110859

RIA
Registered Investment Advisory firm - (7/21/2017 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.

Highlighted states indicate IAR registrations

IAR
Indiana
(7/27/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/14/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/20/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/11/2014
General Securities Principal Examination

Current Firm

WA
WEALTH ADVISORY SOLUTIONS, LLC
CEDAR WEALTH PARTNERS | WEALTH ADVISORY SOLUTIONS, LLC | THE MONUMENT CIRCLE GROUP | INTELLIGENT DESIGN ADVISORS, LLC | HOBBS WEALTH MANAGEMENT | ENVISION RIA | ENCIRCLE FINANCIAL STRATEGIES | DELTA WEALTH ADVISORS, LLC | COMPREHENSIVE FINANCIAL PLANNING SERVICES

CRD#: 288903 / SEC#: 801-110859

RIA
Registered Investment Advisory firm - (7/21/2017 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1630 W Oak St Suite 201, Zionsville, IN 46077
Mailing Address
Phone number
(317) 559-0688
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE MONUMENT CIRCLE GROUP ADV 2A (3/11/2025)
CEDAR WEALTH PARTNERS ADV 2A (3/11/2025)
INTELLIGENT DESIGN ADVISORS ADV 2A (3/11/2025)
WEALTH ADVISORY SOLUTIONS ADV 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts1,723
AUM (Assets Under Management)$ 560,401,982

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.

Company Information

WEALTH ADVISORY SOLUTIONS, LLC

CRD#: 288903Zionsville, IN 46077

TRUST BUT VERIFY

Monitor Tyler Needler

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Christopher Cooke
John CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Brian Forrest Cooke
Brian CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Tammy Kay Williams
Tammy WilliamsAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics