Tyler Michael Reller

Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/2017 → 06/2021
  Wells Fargo Clearing Services
  Charlotte, NC
• 06/2016 → 02/2017
  Wells Fargo Clearing Services
  Charlotte, NC
• 06/2021 → 06/2023
  Principal Life Insurance Co
  Charlotte, NC
• 07/2021 → 06/2023
  Principal Securities Inc
  Charlotte, NC
• 06/2023 → 04/2025
  Unemployed
  Gastonia, NC
• 04/2025 → Present
  Principal Life Insurance Co
  Charlotte, NC
• 04/2025 → Present
  Principal Securities, Inc.
  Charlotte, NC
• 04/2025 → Present
  Principal Advised Services
  Gastonia, NC

Other Businesses

**PRINCIPAL BANK POSITION: Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/07/2025 ADDRESS: Charlotte, 401 McCullough Dr., Charlotte NC 28262, United States DESCRIPTION: Principal (Financial Counselor) role includes accountability for sales of bank deposit products. **PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/07/2025 ADDRESS: 2180 Dale Avenue, Lincolnton NC 28092, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-04-13

Designations

• Certified Financial Planner

Other Names

• Tyler Reller
• Tyler Michael Reller