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Tyler Joseph Winkleman

Catalyze Wealth Management

Carmel, IN

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Current Employers
Catalyze Wealth Management

550 Congressional Blvd. Suite 350, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-01-16
  • IN RA
    APPROVED
    Since 2019-01-16

Branch Locations

550 Congressional Blvd. Suite 350, Carmel, IN 46032 • 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
The Law Office Of Tyler J. Winkleman Zionsville IN 06/2015 Present
Dfas Indianapolis IN 06/2015 Present
Catalyze, Llc Zionsville IN 12/2018 Present
  • 06/2015 → Present
    The Law Office Of Tyler J. Winkleman
    Zionsville, IN
  • 06/2015 → Present
    Dfas
    Indianapolis, IN
  • 12/2018 → Present
    Catalyze, Llc
    Zionsville, IN
Other Businesses

Tyler Winkleman owns and operates The Law Office of Tyler J. Winkleman, a law firm providing legal services to small business and families. This activity accounts for approximately 10% of his time. Tyler Winkleman is currently employed as Assistant Counsel at DFAS. This activity accounts for approximately 80% of his time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-24
  • S65 Uniform Investment Adviser Law Examination
    2018-11-24
Other Names
  • Tyler Winkleman

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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