Tyler J. Beachler

CLEARWATER CAPITAL PARTNERS

Hoffman Estates, IL 60169

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CRD#: 5929206

Professional summary

Tyler James Beachler, CFA, who also goes by Tyler Beachler, is a registered financial advisor currently at CLEARWATER CAPITAL PARTNERS located in Hoffman Estates, Illinois.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Tyler has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler Beachler

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 James Beachler'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®

CFA

Chartered Financial Analyst

Experience

Current

August 17, 2012 - Present

CLEARWATER CAPITAL PARTNERS

Office #1: 2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169

RIA

CRD#: 139886

Hoffman Estates, IL

Past

July 6, 2012 - February 27, 2018

LPL FINANCIAL LLC

CRD#: 6413

HOFFMAN ESTATES, IL

Past

May 2, 2012 - June 27, 2012

LARSON FINANCIAL SECURITIES, LLC

CRD#: 152517

SAINT LOUIS, MO

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".

CLEARWATER CAPITAL PARTNERS

BORHART SPELLMEYER & COMPANY-PRIVATE WEALTH MANAGEMENT, LLC | CLEARWATER CAPITAL PARTNERS, LLC | CLEARWATER CAPITAL PARTNERS | CLEARWATER CAPITAL ADVISORS, LLC | BSC PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 139886 / SEC#: 801-70905

RIA

Registered Investment Advisory firm - (1/4/2010 Approved)

Illinois

Registered Investment Advisory firm - (1/7/2010 Terminated)

Indiana

Registered Investment Advisory firm - (12/4/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(8/17/2012)

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.

Exams

State Security Law Exam

Series 63

Date: 8/1/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/14/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/1/2012

General Securities Representative Examination

Current Firm

CLEARWATER CAPITAL PARTNERS

BORHART SPELLMEYER & COMPANY-PRIVATE WEALTH MANAGEMENT, LLC | CLEARWATER CAPITAL PARTNERS, LLC | CLEARWATER CAPITAL PARTNERS | CLEARWATER CAPITAL ADVISORS, LLC | BSC PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 139886 / SEC#: 801-70905

RIA

Registered Investment Advisory firm - (1/4/2010 Approved)

Illinois

Registered Investment Advisory firm - (1/7/2010 Terminated)

Indiana

Registered Investment Advisory firm - (12/4/2009 Terminated)

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Contact information

Main Address

2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169

Mailing Address

Phone number

(847) 841-8650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLEARWATER CAPITAL PARTNERS ADV PART 2A (3/28/2025)

CLEARWATER CAPITAL PARTNERS ADV PART 2A APPENDIX 1: WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,653
AUM (Assets Under Management)	$ 1,489,947,464

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.

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Firm Stability Insights

Tyler J. Beachler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler James Beachler's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LARSON FINANCIAL SECURITIES, LLC

Primary Firm SEC Registration

CLEARWATER CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 8/1/2012

Series 65

Date: 7/14/2012

SIE

Date: 2/27/2018

Series 7

Date: 5/1/2012

Current Firm

CLEARWATER CAPITAL PARTNERS

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEARWATER CAPITAL PARTNERS

TRUST BUT VERIFY

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