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TL

Tyler L. Leiphart

HENDERSON FINANCIAL GROUP
VIRGINIA BEACH, VA 23462
Some features on this profile are disabled
CRD#: 6051727
TL

Professional summary

Tyler Lee Leiphart, CIMA® is a registered financial advisor currently at HENDERSON FINANCIAL GROUP LLC located in Virginia Beach, Virginia.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Tyler has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

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 Lee Leiphart'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

January 29, 2026 - Present

HENDERSON FINANCIAL GROUP LLC

Office #1: One Columbus Center Ste 540, Virginia Beach, VA 23462
RIA
CRD#: 333013
VIRGINIA BEACH, VA
Past

November 6, 2023 - January 28, 2026

RKL PRIVATE WEALTH

RIA
CRD#: 122693
LANCASTER, PA
Past

February 10, 2015 - September 27, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
Irvine, CA
Past

October 3, 2014 - September 27, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Irvine, CA

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".
HF
HENDERSON FINANCIAL GROUP LLC
HENDERSON FINANCIAL GROUP LLC

CRD#: 333013 / SEC#: 801-131512

RIA
Registered Investment Advisory firm - (11/26/2024 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
Virginia
(1/29/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/6/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/3/2014
General Securities Representative Examination

Current Firm

HF
HENDERSON FINANCIAL GROUP LLC
HENDERSON FINANCIAL GROUP LLC

CRD#: 333013 / SEC#: 801-131512

RIA
Registered Investment Advisory firm - (11/26/2024 Approved)
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Contact information

Main Address
One Columbus Center Ste 540, Virginia Beach, VA 23462
Mailing Address
Phone number
(757) 314-4638
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 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

ADV PART 2A (1/11/2026)

Regulatory assets under management

Total Number of Accounts601
AUM (Assets Under Management)$ 130,164,413

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

HENDERSON FINANCIAL GROUP LLC

CRD#: 333013Virginia Beach, VA 23462

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