Tyler Gregory Bernard

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 01/2025
  Lincoln Financial Advisors
  Denver, CO
• 01/2025 → Present
  Osaic Wealth, Inc.
  Denver, CO

Previous Registrations

• 2012-12-10 → 2025-01-24
  Osaic Fa, Inc.
  Denver, CO
  Orange Village, OH
  Orange Village, OH

Other Businesses

1) TYLER BERNARD POSITION: Agent NATURE: Life settlement cases INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/08/2019 ADDRESS: 7979 East Tufts, Suite 1575, Denver CO 80237, United States DESCRIPTION: We will act as conduit between insured and Life settlement companies (including Highland, etc.) to transact life settlements 2) TYLER BERNARD POSITION: Agent NATURE: Selling fixed life products including Term, Indexed, and Universal life insurance as well as traditional and hybrid LTC products when LNL does not fit the client's situation best INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2018 ADDRESS: 7979 E Tufts Ave, Suite 1575, Denver CO 80237, United States DESCRIPTION: I will consult with our Life Marketing Consultant at Exclusive Brokerage as appropriate when dealing with survivor needs or risk management for our clients. When the situation is appropriate, we will then utilize Exclusive Insurance Brokerage as the broker for a fixed insurance product. 3) TYLER BERNARD POSITION: Owner NATURE: this is the LLC by which i pay expenses and payroll INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/25/2020 ADDRESS: 7979 East Tufts Ave., Ste 1575, Denver CO 80237, United States DESCRIPTION: continue 10x Wealth Management as non-public facing accounting resource for business 4) POA POSITION: Self NATURE: i am financial POA for my wife. I must disclose this as i am the rep on the account INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 2110 S Poppy St., Lakewood CO 80228, United States DESCRIPTION: act as financial poa in extreme circumstances unforeseen

Exams

• S66 Uniform Combined State Law Examination
  2012-12-05

Designations

• Certified Financial Planner