Tyler Walters

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2013 → 08/2017
  Western Washington University
  Bellingham, WA
• 10/2017 → 01/2018
  The Green Guys Group
  Sydney
• 02/2018 → 05/2018
  The Green Guys Group
  Melbourne
• 10/2018 → 09/2019
  Dachser
  Cologne
• 11/2019 → 05/2020
  Squiz
  Seattle, WA
• 05/2020 → 05/2022
  Docusign
  Seattle, WA
• 05/2022 → 12/2022
  Smartsheet
  Bellevue, WA
• 12/2022 → 09/2023
  Unemployed
  Dallas, TX
• 09/2023 → 04/2024
  Wallbox Chargers
  Arlington, TX
• 05/2024 → 06/2024
  Liveswitch, Inc.
  Chapel Hill, NC
• 06/2025 → 11/2025
  Walters Wealth Management
  Poulsbo, WA
• 06/2024 → 04/2025
  Charger Ranch Llc
  Bainbridge Island, WA
• 06/2018 → 10/2018
  Unemployed
  Erftstadt
• 11/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2025 → Present
  Walters Wealth Management
  Poulsbo, WA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-20

Other Names

• Tyler Matthew Walters