Tyler Finch

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 10/2015 → 07/2022
  Bancwest Investment Services
  Oklahoma City, OK
• 07/2022 → 06/2025
  Lpl Financial, Llc
  Edmond, OK
• 07/2022 → 10/2024
  Householder Group Estate And Retirement Specialists, Llc
  Edmond, OK
• 11/2024 → Present
  Wealth Enhancement Group
  Edmond, OK
• 11/2024 → Present
  Wealth Enhancement Advisory Services
  Edmond, OK
• 11/2024 → Present
  Wealth Enhancement Brokerage Services
  Edmond, OK

Previous Registrations

• 2022-07-08 → 2024-11-01
  Householder Group Estate & Retirement Specialists
  Edmond, OK
  Scottsdale, AZ
• 2016-01-04 → 2022-07-21
  Bancwest Investment Services, Inc.
  Oklahoma City, OK
  Cushing, OK
  Tulsa, OK
  Tulsa, OK
  Oklahoma City, OK
  Midwest City, OK
  Oklahoma City, OK
  Great Bend, KS
  Larned, KS
  Newton, KS
  Dodge City, KS
  Garden City, KS
  Hutchinson, KS
  Wichita, KS
  Derby, KS
  Augusta, KS
  Wichita, KS
  Wichita, KS
  Wichita, KS
  Winfield, KS
  Seminole, OK
  Ada, MN
  Oklahoma City, OK
  Ardmore, OK
  Enid, OK
  Warr Acres, OK
  Edmond, OK
  Ada, OK

Other Businesses

AFEA- American Financial Education Alliance - Not Investment Related - Other - Educational - financial advisor - Start Date - 12/22/2022 - 10 Hours Per Month/4 Hours During Securities Trading White Glove 567 - Non-Inv Related - Other - Educational - Financial Advisor - Educational Presentations - Started: 2/1/2024 - 4 Hrs/Mo; 2 Hrs During Trading. WEALTH ENHANCEMENT ADVISORY SERVICES- Registered Investment Advisor Hybrid- I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. INV Related- At reported business location(s)- Start date 09/01/2024- 160 Hours Per Month- 120 Hours During Trading Wealth Enhancement Group - Investment Related - Edmond, OK - Fixed Insurance - SVP, Financial Advisor - Start Date: 10/2024 - 2 Hours Spent Per Month, 2 Hours Spent During Trading Hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-30

Other Names

• Tyler James Finch