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Tyler St. Clair Ayres

Kld Wealth Management

Lebanon, OH

CRD 6530439

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Employer firm

Kld Wealth Management CRD 330287

$8.60M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PREPARATION SERVICES

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

Current Employers
Kld Wealth Management

706 Deerfield Rd., Lebanon, OH 45036 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-03-11
OH RA APPROVED 2026-03-11
TX RA APPROVED 2026-03-10
  • KY RA
    APPROVED
    Since 2026-03-11
  • OH RA
    APPROVED
    Since 2026-03-11
  • TX RA
    APPROVED
    Since 2026-03-10

Branch Locations

706 Deerfield Rd., Lebanon, OH 45036 • 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
Modern Woodmen Of America Rock Island IL 12/2014 02/2021
Mwa Financial Services Inc Rock Island IL 07/2015 02/2021
Pruco Securities, Llc. Cincinnati OH 02/2021 11/2024
Prudential Insurance Company Of America Cincinnati OH 03/2021 01/2026
Lpl Enterprise, Llc Wilmington OH 11/2024 02/2026
Kld Wealth Management Lebanon OH 02/2026 Present
  • 12/2014 → 02/2021
    Modern Woodmen Of America
    Rock Island, IL
  • 07/2015 → 02/2021
    Mwa Financial Services Inc
    Rock Island, IL
  • 02/2021 → 11/2024
    Cincinnati, OH
  • 03/2021 → 01/2026
    Prudential Insurance Company Of America
    Cincinnati, OH
  • 11/2024 → 02/2026
    Wilmington, OH
  • 02/2026 → Present
    Lebanon, OH
Previous Registrations
Other Businesses

1) 12/27/2024 - Lucky Lane Farms - Farm - Complete the bookkeeping/accounting for the family farm operations - Not INV Related - At Hillsboro, OH - Start Date 05/05/2014 - 20hrs/mth - 0hrs During Trading 2) Independent Insurance Agent; Investment Related; LOA in Accident & Health/Life/Variable; Start Date 12/2014; Approx 0 hours/month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-06
S63 Uniform Securities Agent State Law Examination 2020-05-04
  • S65 Uniform Investment Adviser Law Examination
    2023-10-06
  • S63 Uniform Securities Agent State Law Examination
    2020-05-04
Other Names
  • Tyler St. Clair Ayres
  • Tyler St. Clair Ayres
  • Tyler St. Clair Ayres
  • Tyler St Clair Ayres

View on SEC IAPD

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