Tyler R. Dunkelberger

RELIANCE WEALTH MANAGEMENT

SAN ANTONIO, TX 78256

Some features on this profile are disabled

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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 78256

RIA

CRD#: 332415

SAN ANTONIO, TX

Past

October 13, 2022 - July 24, 2025

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

San Antonio, TX

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".

RELIANCE WEALTH MANAGEMENT

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

CRD#: 332415 / SEC#: 801-135117

RIA

Registered Investment Advisory firm - (1/12/2026 Approved)

Texas

Registered Investment Advisory firm - (1/13/2026 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

CRD#: 332415 / SEC#: 801-135117

RIA

Registered Investment Advisory firm - (1/12/2026 Approved)

Texas

Registered Investment Advisory firm - (1/13/2026 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts	588
AUM (Assets Under Management)	$ 134,178,280

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.

Similar Advisors

Christopher Hall

LPL FINANCIAL LLC

IAR

San Antonio, TX

Robert Armendariz

EAGLE STRATEGIES LLC

IAR

SAN ANTONIO, TX

Joe-ben O'banion

TITLEIST ASSET MANAGEMENT, LLC

IAR

SAN ANTONIO, TX

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

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

Primary Firm SEC Registration

RELIANCE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/19/2022

Current Firm

RELIANCE WEALTH MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RELIANCE WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors