Robert Wayne Tyler

Current Employers

Employment History

• 01/2016 → 01/2018
  Tyler Lake Rental #1, Llc
  Yorktown, IN
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Muncie, IN
• 11/2018 → Present
  Osaic Wealth, Inc.
  Muncie, IN
• 06/2007 → Present
  Tyler Wealth Management
  Muncie, IN

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Greenville, OH
  Muncie, IN
• 2001-01-22 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Greenville, OH
  Fishers, IN
  Muncie, IN

Other Businesses

1. TYLER WEALTH MANAGEMENT - FIXED INSURANCE POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/03/1995 ADDRESS: 10101 W. SR 32, Yorktown IN 47396, United States DESCRIPTION: Help clients purchase VUL, UL, and Term Life Insurance. Help clients purchase Disability Income and Long-Term Care Insurance. 2. BALL STATE UNIVERSITY POSITION: Miller College of Business Finance Department Advisory Board Member NATURE: University INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2005 ADDRESS: 2000 W. University Ave., Muncie IN 47306, United States DESCRIPTION: Meet twice each year for an afternoon with the Finance Department Chair. Receive updates on curriculum, students, programs, and new initiatives. Provide guidance and industry feedback to improve the educational experience of Finance Majors at Ball State University. 3. TYLER WEALTH MANAGEMENT POSITION: Owner/Lead Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 195 SECURITIES TRADING HOURS: 140 START DATE: 06/01/2007 ADDRESS: 10101 W. SR 32, Yorktown IN 47396, United States DESCRIPTION: Tyler Wealth Management is the DBA for my wealth management practice. I serve my clients as their investment advisor and fixed insurance agent. I develop and implement financial plans. I lead my team and run the business. 4. THE COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY, INC POSITION: Investment Committee Member NATURE: Non-profit, Community Foundation, that is incorporated. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2021 ADDRESS: 302 E Jackson St, Muncie IN 47305, United States DESCRIPTION: Job Description: Committee members of The Community Foundation have a responsibility to create, support and act to fulfill the organization's mission within the context of the specific committee to which they are assigned. All committee members should demonstrate their belief in the organization's purpose and goals and act responsibly and prudently as its stewards. Investment Committee members' specific responsibilities include: 1. Acting as a proponent and spokesperson for the Foundation and its mission. 2. Attending and actively participating in committee meetings. 3. Reviewing the Foundation's quarterly investment performance reports and insuring that resources are invested effectively. 4. Reviewing and recommending approval of the Investment Policy, Spending Policy, Life Insurance Policies and Asset Allocation each year. 5. Adhering to the Foundation's conflicts of interest policy. 6. Respecting the confidential matters of the Foundation's business. 7. Providing an annual gift to the Foundation according to personal capacity. 8. Attending and participating in other Foundation activities as appropriate. 5. TYLER FAMILY FARMS LLC POSITION: Owner NATURE: Dual Member LLC with my wife, Julie A. Tyler. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2022 ADDRESS: 906 N. TK Way, Yorktown IN 47396, United States DESCRIPTION: Pay bills and collect farm rent beginning in 2023 from 12 tillable acres within the 36.5 acre farm on Tiger Drive and River Valley Road. Pay bills and collect farm rent beginning in 2025 from 7 tillable acres within the 10 acre property on W. SR 32, collect monthly rent from Tyler Wealth Management who will begin renting the building at the same address in October, and collect billboard rent from one billboard on the property.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-01
• S63 Uniform Securities Agent State Law Examination
  1995-12-22

Designations

Other Names

• Robert Wayne Tyler