Tyler R. Dunkelberger

RELIANCE WEALTH MANAGEMENT

SAN ANTONIO, TX 78256

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CRD#: 7646750

Professional summary

Tyler Robert Dunkelberger is a registered financial advisor currently at RELIANCE WEALTH MANAGEMENT located in San Antonio, Texas.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tyler has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Reliance Financial Partners; Investment Related; at reported business location; Insurance Sales; Vice President and Insurance Agent; 01/01/2013; 160 hours/month; 160 hours/month during securities trading hours; Sale of insurance products to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Robert Dunkelberger'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®

None

Experience

Current

February 7, 2025 - Present

RELIANCE WEALTH MANAGEMENT

Office #1: 6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256Office #2: 222 Sidney Baker South Suite 350b, Kerrville, TX 78028Office #3: 748 W San Antonio, New Braunfels, TX 78130

RIA

CRD#: 332415

SAN ANTONIO, TX

Past

October 13, 2022 - July 24, 2025

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

San Antonio, TX

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

Texas
(2/7/2025)

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: 9/19/2022

Uniform Investment Adviser Law Examination

Current Firm

RELIANCE WEALTH MANAGEMENT

RELIANCE WEALTH MANAGEMENT | S&D FINANCIAL, LLC | S & D FINANCIAL, L.L.C.

CRD#: 332415 / SEC#:

Texas

Registered Investment Advisory firm - (2/4/2025 Approved)

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Contact information

Main Address

6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256

Mailing Address

Phone number

(210) 255-3040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Tyler R. Dunkelberger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Robert Dunkelberger's CRS (Customer Relationship Summary).

Certified licenses

Experience

RELIANCE WEALTH MANAGEMENT

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/19/2022

Current Firm

RELIANCE WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

RELIANCE WEALTH MANAGEMENT

TRUST BUT VERIFY

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