Tyler Mcconville
Professional summary
Tyler Mcconville, CFP®, who also goes by Tyler Eymann Mc Conville, Tyler Eymann Mcconville, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Madison, Wisconsin.
Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Tyler has worked at 13 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Mcconville's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Tyler Mcconville's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
March 4, 2026 - Present
OSAIC WEALTH, INC.
Office #1: 406 Science Drive Suite 310, Madison, WI 53711-1068March 4, 2026 - Present
OSAIC WEALTH, INC.
Office #1: 406 Science Drive Suite 310, Madison, WI 53711-1068August 28, 2025 - March 6, 2026
RETIREMENT INCOME STRATEGIES, LLC
April 4, 2025 - August 19, 2025
CETERA WEALTH SERVICES, LLC
April 4, 2025 - August 19, 2025
CETERA INVESTMENT SERVICES LLC
April 4, 2025 - August 19, 2025
CETERA FINANCIAL SPECIALISTS LLC
April 4, 2025 - August 19, 2025
CETERA ADVISORS LLC
September 30, 2024 - August 19, 2025
AVANTAX INVESTMENT SERVICES, INC.
July 17, 2024 - August 19, 2025
AVANTAX ADVISORY SERVICES
August 27, 2020 - April 10, 2024
FACET
October 23, 2018 - June 24, 2020
SVA WEALTH MANAGEMENT, LLC
May 9, 2018 - June 11, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
May 8, 2018 - June 11, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
July 10, 2017 - December 7, 2017
EDWARD JONES
July 10, 2017 - December 7, 2017
EDWARD JONES
September 18, 2014 - June 8, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
August 5, 2014 - June 8, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/4/2026)
(3/4/2026)
Exams
Series 7TO
Date: 9/27/2024
General Securities Representative ExaminationFINRA
Current Firm
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| OSAIC, INC. | SHAREHOLDER | |
| CORNICK, GREGORY ALLEN | CEO, PRESIDENT, DIRECTOR | 3132991 |
| FORD, ERINN JUNE | DIRECTOR | 2176816 |
| MIHAL, SHAWN MICHAEL | SVP, CHIEF COMPLIANCE OFFICER | 3262384 |
| MITCHELL, CHRISTOPHER MILLS | CORPORATE TREASURER, FINANCIAL PRINCIPAL | 2420144 |
| PRICE, JAMES DALE | CHAIRMAN | 1243224 |
| SCHLUETER, MATTHEW ADAM | EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR | 2627931 |
Regulatory assets under management
| Total Number of Accounts | 797,559 |
| AUM (Assets Under Management) | $ 200,266,275,275 |
Disclosures
| Regulatory Event | 50 |
| Arbitration | 31 |
| Bond | 7 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/14/2025 | ||
| 12/18/2024 | ||
| 01/26/2024 |
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
OSAIC WEALTH, INC.
CRD#: 23131Madison, WI 53711-1068TRUST BUT VERIFY
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