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Paul Stanley Tyers

ONEASCENT FINANCIAL SERVICES
Toronto,
·CRD# 7352296·3 years experience

Professional Summary

Paul Stanley Tyers, who also goes by Paul Tyers, is a registered financial advisor currently at ONEASCENT FINANCIAL SERVICES LLC. Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Paul has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Paul Tyers

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

3 years in the financial services industry

Current & Past Employments

ONEASCENT FINANCIAL SERVICES LLC·CRD# 284549
RIA
10 Four Seasons Place Suite 401, Toronto, M9B 6H7
July 5, 2023 - Present

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Current Firm

OF
ONEASCENT FINANCIAL SERVICES LLC

2:24 WEALTH GROUP | ZAHORANSKI WEALTH MANAGEMENT | WEALTH STEWARDS | THE CORNERSTONE FINANCIAL GROUP | TEVEBAUGH & ASSOCIATES | TATE FINANCIAL PARTNERS | STRATEGENCE CAPITAL | STONEBRIDGE WEALTH MANAGEMENT | STEWARDSHIP ADVISORY GROUP | SOVEREIGN PRIVATE WEALTH | SOVEREIGN FAMILY OFFICE | SOLOMON PRIVATE WEALTH | RIVER OAK FINANCIAL | RESOLUTE CAPITAL GROUP | PWJOHNSON WEALTH MANAGEMENT | PURE CAPITAL SPORTS | PURE CAPITAL ADVISORS | PROVIDENT OAK FINANCIAL | PROVIDENCE FINANCIAL ADVISORS | PEARSON & ASSOCIATES | ONEASCENT FINANCIAL SERVICES LLC | LONE OAK FINANCIAL SERVICES | LIFE&WEALTH ADVISORS | LEGATUM GROUP | JB STARK FINANCIAL LLC | HARDT FINANCIAL GROUP | HAMPTON SQUARE WEALTH MANAGEMENT | FRANKLIN WEALTH MANAGEMENT | FLIGHT FINANCIAL ADVISORS | FINANCIAL STRATEGIES GROUP | ENOUGH WEALTH | ASCENSION WEALTH MANAGEMENT | ANTHEM ADVISORS | AFFILIATED FINANCIAL PLANNERS | ADVENTURE FINANCIAL

CRD#: 284549 / SEC#: 801-108265
RIA
Registered Investment Advisory firm - SEC (8/24/2016 Approved)

Contact Information

Main Address

100 Grandview Place Suite 200, Birmingham, AL 35243

Phone Number

(205) 313-9142

# of Employees

161

SEC notice filing (43 States and Territories)

Registered to provide investment advisory services in 43 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OAFS ADV PART 2A (8/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

16,009

AUM (Assets Under Management)

$3,537,993,573

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. Name of Business: Canadian Life Settlements. 401-10 Four Seasons Place Toronto, Canada. Start Date: 03/15/2018. Current duties: Paul Tyers is President of Canadian Life Settlements Inc., and oversees its strategic direction. It is wholly owned by Life Insurance Liquidity Options Limited Partnership. Canadian Life Settlements purchases life insurance policies from the public and administers its portfolio of life settlements for the investors. As portfolio manager, Paul discusses the pros and cons of investing in life settlements and facilitates clients to invest in the life settlement pool. 2. Name of Business: Life Insurance Settlement Association of Canada (LISAC). Address: 2300 Yonge St. P.O. Box 2401, Toronto, Canada. Start Date: 01/01/2017. Title: Board Member. Current Duties: Member of the Life Insurance Settlement Association of Canada (LISAC) Board of Directors. 3. Name of Business: Wealth Stewards Inc. Address: 401-10 Four Seasons Place, Toronto, Canada. Start Date: 10/31/2008. Current Duties: Director and President. Wealth Stewards is in the business of providing financial planning services and life/accident insurance brokerage to clients. 4. Name of Business: Orange Benefit Fund. Address: 505 Consumers Rd., Suite 706, Toronto, ON, M2J 4V8, Canada. Start Date: 06/01/2023. Current Duties: Paul has accepted a seat on the Orange Benefit Fund Board of Directors. Orange Benefit Fund is a frasternal life insurance company registered with OSFI. We don't believe there is a conflict with his director role and his role as a Portfolio Manager with Portfolio Stewards Inc.

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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".
OF
ONEASCENT FINANCIAL SERVICES LLC

2:24 WEALTH GROUP | ZAHORANSKI WEALTH MANAGEMENT | WEALTH STEWARDS | THE CORNERSTONE FINANCIAL GROUP | TEVEBAUGH & ASSOCIATES | TATE FINANCIAL PARTNERS | STRATEGENCE CAPITAL | STONEBRIDGE WEALTH MANAGEMENT | STEWARDSHIP ADVISORY GROUP | SOVEREIGN PRIVATE WEALTH | SOVEREIGN FAMILY OFFICE | SOLOMON PRIVATE WEALTH | RIVER OAK FINANCIAL | RESOLUTE CAPITAL GROUP | PWJOHNSON WEALTH MANAGEMENT | PURE CAPITAL SPORTS | PURE CAPITAL ADVISORS | PROVIDENT OAK FINANCIAL | PROVIDENCE FINANCIAL ADVISORS | PEARSON & ASSOCIATES | ONEASCENT FINANCIAL SERVICES LLC | LONE OAK FINANCIAL SERVICES | LIFE&WEALTH ADVISORS | LEGATUM GROUP | JB STARK FINANCIAL LLC | HARDT FINANCIAL GROUP | HAMPTON SQUARE WEALTH MANAGEMENT | FRANKLIN WEALTH MANAGEMENT | FLIGHT FINANCIAL ADVISORS | FINANCIAL STRATEGIES GROUP | ENOUGH WEALTH | ASCENSION WEALTH MANAGEMENT | ANTHEM ADVISORS | AFFILIATED FINANCIAL PLANNERS | ADVENTURE FINANCIAL

CRD#: 284549 / SEC#: 801-108265
RIA
Registered Investment Advisory firm - SEC (8/24/2016 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.
IAR
Alabama
(7/5/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Paul Stanley Tyers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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