TM
Tyler Mcconville
RETIREMENTOME STRATEGIES
Evansville, WI 53536
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CRD#: 6223829
TM
Professional summary
Tyler Mcconville, CFP®, who also goes by Tyler Eymann Mc Conville, Tyler Eymann Mcconville, is a registered financial advisor currently at RETIREMENT INCOME STRATEGIES, LLC located in Evansville, Wisconsin.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Tyler has worked at 12 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tyler Eymann Mc Conville | Tyler Eymann Mcconville
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.
FINANCIAL PLANNING ASSOCIATION OF WISCONSIN POSITION: Director of Career Development NATURE: Financial Planning Association (FPA) is a national membership organization for CERTIFIED FINANCIAL PLANNER[TM] professionals, educators, financial services providers, and students who seek to elevate the profession that transforms lives through the power of financial planning.The focus of this director is on serving FPA members who are in transition, whether they are entering,developing or expanding their career, or selling a practice. Among the activities and interests of thisposition are scholarship programs, internships, mentoring programs, job and resume listing resources,and business and succession planning. The Career Development director works with area colleges anduniversities and provides information about CFP certification. They work closely with our chapter'sNexGen group and assist in planning networking activities for members and other financial planningprofessionals.? INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 1702 Ashlawn Lane, Waunakee WI 53597, United States DESCRIPTION: Duties Clarify and advance the vision of the Career Development position. Serve as a resource for career development by acting as point person for questions and collaborativeefforts. Communicate with chapter members, delivering and promoting career development programs thatadvance the financial planning profession. Support the FPA national career development program in presenting a united voice on issuesaffecting financial planning, the profession and the public. Coordinate activities with other board members to enhance career development process with anemphasis on practice management and succession planning. Support the Board's strategic objectives and take appropriate steps to complete annual goals byyear-end. Closely monitor the Chapter financial reports to ensure annual scholarship expense budget is notexceeded. Conduct yourself at FPA functions and in your professional and personal lives in a manner becomingof FPA leadership. Be externally supportive of decisions made by the majority of the FPA Chapter Board of Directors,regardless of personal opinions. Attend board meetings, support the efforts of other board members, and attend chapter meetings andactivities. Attend the FPA-organized activities for chapter career development directors. Engage in the FPA Chapter Leadership Connection community on Connect. Identify and develop new Chapter leaders.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Mcconville's 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®
CFP®
Start date: 2019
Experience
Current
August 28, 2025 - Present
RETIREMENT INCOME STRATEGIES, LLC
Office #1: 7 East Main Street Suite 6, Evansville, WI 53536RIA
CRD#: 318052
Evansville, WI
Past
April 4, 2025 - August 19, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
April 4, 2025 - August 19, 2025
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
ST. CLOUD, MN
Past
April 4, 2025 - August 19, 2025
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
Past
April 4, 2025 - August 19, 2025
CETERA ADVISORS LLC
BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past
September 30, 2024 - August 19, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
July 17, 2024 - August 19, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
VERONA, WI
Past
August 27, 2020 - April 10, 2024
FACET
RIA
CRD#: 285961
Verona, WI
Past
October 23, 2018 - June 24, 2020
SVA WEALTH MANAGEMENT, LLC
RIA
CRD#: 159216
MADISON, WI
Past
May 9, 2018 - June 11, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
MIDDLETON, WI
Past
May 8, 2018 - June 11, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MIDDLETON, WI
Past
July 10, 2017 - December 7, 2017
EDWARD JONES
RIA
CRD#: 250
VERONA, WI
Past
July 10, 2017 - December 7, 2017
EDWARD JONES
BD
CRD#: 250
VERONA, WI
Past
September 18, 2014 - June 8, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MINNEAPOLIS, MN
Past
August 5, 2014 - June 8, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
RI
RETIREMENT INCOME STRATEGIES, LLC
RETIREMENT INCOME STRATEGIES, LLC
CRD#: 318052 / SEC#: 801-123370
RIA
Registered Investment Advisory firm - (3/8/2022 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
Wisconsin(8/28/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/27/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
RI
RETIREMENT INCOME STRATEGIES, LLC
RETIREMENT INCOME STRATEGIES, LLC
CRD#: 318052 / SEC#: 801-123370
RIA
Registered Investment Advisory firm - (3/8/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7 East Main Street Suite 6, Evansville, WI 53536
Mailing Address
Phone number
(608) 208-1800
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 937 |
| AUM (Assets Under Management) | $ 154,605,491 |
Red Flags
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Company Information
RETIREMENT INCOME STRATEGIES, LLC
CRD#: 318052Evansville, WI 53536TRUST BUT VERIFY
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