Tyler K. Anderson

INGRAM ADVISORY SERVICES

WINTER HAVEN, FL 33884

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CRD#: 8037051

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.

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Kirk Anderson'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

September 11, 2026 - Present

INGRAM ADVISORY SERVICES, LLC

Office #1: 799 Overlook Drive, Winter Haven, FL 33884

RIA

CRD#: 123508

WINTER HAVEN, FL

Current

February 12, 2026 - Present

CENTAURUS FINANCIAL, INC.

Office #1: 799 Overlook Drive, Winter Haven, FL 33884

RIA

CRD#: 30833

WINTER HAVEN, FL

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".

INGRAM ADVISORY SERVICES, LLC

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

CRD#: 123508 / SEC#: 801-132277

RIA

Registered Investment Advisory firm - (4/7/2025 Approved)

Florida

Registered Investment Advisory firm - (4/25/2025 Terminated)

Georgia

Registered Investment Advisory firm - (4/28/2025 Terminated)

Texas

Registered Investment Advisory firm - (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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 7/22/2026

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 2/12/2026

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 6/14/2025

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

INGRAM ADVISORY SERVICES, LLC

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

CRD#: 123508 / SEC#: 801-132277

RIA

Registered Investment Advisory firm - (4/7/2025 Approved)

Florida

Registered Investment Advisory firm - (4/25/2025 Terminated)

Georgia

Registered Investment Advisory firm - (4/28/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/11/2025 Terminated)

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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

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

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

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 K. Anderson

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INGRAM ADVISORY SERVICES, LLC

CENTAURUS FINANCIAL, INC.

Primary Firm SEC Registration

INGRAM ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 7/22/2026

Series 7TO

Passed: 2/12/2026

SIE

Passed: 6/14/2025

FINRA

Current Firm

INGRAM ADVISORY SERVICES, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INGRAM ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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