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Michael James Tyler

Wealthspire Advisors

Milwaukee, WI

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-09-11
  • WI RA
    APPROVED
    Since 2024-09-11

Branch Locations

330 East Kilbourn Avenue, Suite 1219, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthspire Advisors Milwaukee WI 05/2017 09/2023
Us Bancorp Fund Services Milwaukee WI 03/2014 05/2017
Wfa Asset Management Corp Whitefish Bay WI 10/2023 08/2024
Wealthspire Advisors Llc Milwaukee WI 09/2024 Present
  • 05/2017 → 09/2023
    Milwaukee, WI
  • 03/2014 → 05/2017
    Us Bancorp Fund Services
    Milwaukee, WI
  • 10/2023 → 08/2024
    Wfa Asset Management Corp
    Whitefish Bay, WI
  • 09/2024 → Present
    Wealthspire Advisors Llc
    Milwaukee, WI
Previous Registrations
  • 2023-10-17 → 2024-08-23
    Wfa Asset Management Corp
    Whitefish Bay, WI
  • 2021-01-05 → 2023-10-02
    Milwaukee, WI
  • 2018-06-14 → 2020-12-31
    Wealthspire Advisors
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-14
S63 Uniform Securities Agent State Law Examination 2007-09-06
  • S65 Uniform Investment Adviser Law Examination
    2018-06-14
  • S63 Uniform Securities Agent State Law Examination
    2007-09-06
Designations
Other Names
  • Mike Tyler

View on SEC IAPD

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