Tyler J. Winkleman

CATALYZE WEALTH MANAGEMENT

Carmel, IN 46032

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CRD#: 7054405

Professional summary

Tyler Joseph Winkleman, CFP®, who also goes by Tyler Winkleman, is a registered financial advisor currently at CATALYZE WEALTH MANAGEMENT located in Carmel, Indiana.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Tyler has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler Winkleman

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.

Tyler Winkleman owns and operates The Law Office of Tyler J. Winkleman, a law firm providing legal services to small business and families. This activity accounts for approximately 10% of his time. Tyler Winkleman is currently employed as Assistant Counsel at DFAS. This activity accounts for approximately 80% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Joseph Winkleman'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^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 16, 2019 - Present

CATALYZE WEALTH MANAGEMENT

Office #1: 550 Congressional Blvd. Suite 350, Carmel, IN 46032

RIA

CRD#: 300078

Carmel, IN

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
(1/16/2019)

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

IAR

Series 65

Date: 11/24/2018

Uniform Investment Adviser Law Examination

Current Firm

CATALYZE WEALTH MANAGEMENT

CATALYZE | CATALYZE, LLC | CATALYZE WEALTH MANAGEMENT | CATALYZE DENTAL ADVISORS

CRD#: 300078 / SEC#:

Indiana

Registered Investment Advisory firm - (1/16/2019 Approved)

Texas

Registered Investment Advisory firm - (6/7/2021 Conditional Restricted)

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Contact information

Main Address

550 Congressional Blvd. Suite 350, Carmel, IN 46032

Mailing Address

Phone number

(317) 537-7526

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	119
AUM (Assets Under Management)	$ 38,874,042

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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Tyler J. Winkleman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Joseph Winkleman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CATALYZE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/24/2018

Current Firm

CATALYZE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CATALYZE WEALTH MANAGEMENT

TRUST BUT VERIFY

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