TW
Tyler J. Weir
KESTRA ADVISORY SERVICES
Indianapolis, IN 46240
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CRD#: 6599756
TW
Professional summary
Tyler Jordan Weir, who also goes by Tj Weir, Tyler J Weir, Weir J Weir, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Indianapolis, Indiana.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tyler has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tj Weir | Tyler J Weir | Weir J Weir
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.
1} 643 LAWN CARE, LLC. NOT INVESTMENT RELATED. NON INVESTMENT, START DATE-2022. OWNER COMPENSATION RECEIVED. TIME SPENT = 5 HOURS/MONTH 2} 643 FINANCIAL STRATEGIES, INSURANCE AGENT. START DATE-2022. NOT INVESTMENT RELATED. TIME SPENT= 10 HOURS/MONTH 3} 643 FINANCIAL STRATEGIES-2308 N. IVANHOE ST., MUNCIE, IN 47304 (HOME), INSURANCE & BUSINESS CONSULTING, NOT INVESTMENT RELATED. START DATE-1/1/2022. POSITION-OWNER, HOURS WORKED PER MONTH-ESTIMATED AVERAGE OF LESS THAN 15 PER MONTH. HOURS WORKED DURING SECURITIES TRADING HOURS-ESTIMATED AVERAGE OF LESS THAN 5 PER WEEK. 4} 2020- BASEBALL COACH. KOKOMO HIGH SCHOOL. NOT INVESTMENT RELATED. TIME SPENT= 10- 20 HOURS/MONTH (NON-TRADING HOURS) DURING BASEBALL SEASON. 5} INDIANA PROSPECTS BASEBALL ORGANIZATION, NOT INVESTMENT RELATED, START DATE-8/1/2023, NATURE OF BUSINESS-YOUTH BASEBALL, POSITION HELD-DIRECTOR OF ORGANIZATIONAL DEVELOPMENT, HOURS WORKED PER MONTH-ESTIMATED AVERAGE OF LESS THAN 30 PER MONTH. HOURS WORKED DURING SECURITIES TRADING HOURS-ESTIMATED AVERAGE OF LESS THAN 5 PER WEEK.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Jordan Weir'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®
NoneExperience
Current
January 3, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 9000 Keystone Crossing Ste 110, Indianapolis, IN 46240RIA
CRD#: 283330
Indianapolis, IN
Past
November 2, 2022 - December 10, 2024
CARDINAL CAPITAL MANAGEMENT, LLC
RIA
CRD#: 135677
MUNCIE, IN
Past
June 27, 2022 - November 3, 2022
GETTINGS BUSCH WEALTH MANAGEMENT
RIA
CRD#: 306757
KOKOMO, 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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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(1/3/2025)
IAR
Texas(1/3/2025)
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
