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Tyler Kirk Anderson

INGRAM ADVISORY SERVICES
WINTER HAVEN, FL
·CRD# 8037051·1 year experience

Professional Summary

Tyler Kirk Anderson is a registered financial advisor currently at INGRAM ADVISORY SERVICES, LLC located in Winter Haven, Florida and CENTAURUS FINANCIAL, INC. located in Winter Haven, Florida. Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Tyler has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Contact Information

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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

1 years in the financial services industry

Current & Past Employments

Current

INGRAM ADVISORY SERVICES, LLCCurrent·CRD# 123508
RIA
799 Overlook Drive, Winter Haven, FL 33884
September 11, 2026 - Present
CENTAURUS FINANCIAL, INC.Current·CRD# 30833
RIA
BD
799 Overlook Drive, Winter Haven, FL 33884
February 12, 2026 - Present

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Current Firm

IA
INGRAM ADVISORY SERVICES, LLC

INGRAM ADVISORY SERVICES, LLC | INGRAM, DONNIE EUGENE | INGRAM FINANCIAL GROUP

CRD#: 123508 / SEC#: 801-132277
RIA
Registered Investment Advisory firm - SEC (4/7/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (4/25/2025 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (4/28/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/11/2025 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).

Contact Information

Main Address

799 Overlook Drive, Winter Haven, FL 33884

Mailing Address

Po Box 7789, Winter Haven, FL 33883

Phone Number

(863) 326-9833

# of Employees

2

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INGRAM ADVISORY SERVICES, LLC ADV BROCHURE (2/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

525

AUM (Assets Under Management)

$109,309,178

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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). INGRAM FINANCIAL GROUP, NON-INVESTMENT RELATED. 799 OVERLOOK DR. WINTER HAVEN, FL 33884, FOR BRANDING PURPOSES ONLY, 2). INGRAM ADVISORY SERVICES, NON- INVESTMENT RELATED, 799 OVERLOOK DR. WINTER HAVEN, FL 33884, FOR BRANDING PURPOSES ONLY. 3). LAWN SHARKS, NON-INVESTMENT RELATED, WINTER HAVEN, FL 33884, MOWING LAWNS, PART OWNER, STARTED 01/2019, I DEDICATE 80 HOURS A MONTH, MAINTAINING AND MOWING LAWN.

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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".
IA
INGRAM ADVISORY SERVICES, LLC

INGRAM ADVISORY SERVICES, LLC | INGRAM, DONNIE EUGENE | INGRAM FINANCIAL GROUP

CRD#: 123508 / SEC#: 801-132277
RIA
Registered Investment Advisory firm - SEC (4/7/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (4/25/2025 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (4/28/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/11/2025 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(2/24/2026)
IAR
Florida
(9/11/2026)

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.Note:This rule does not apply to broker-dealer activity.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Jul 2026About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Feb 2026About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2025About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Tyler Kirk Anderson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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