Tyler Ray Needler

Employer firm

Wealth Advisory Solutions, LLC CRD 288903

$599M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2016 → 02/2019
  Canterbury Investment Management
  Zionsville, IN
• 05/2017 → Present
  Wealth Advisory Solutions, Llc
  Zionsville, IN

Previous Registrations

• 2016-08-03 → 2019-02-26
  Canterbury Investment Management, Llc
  Zionsville, IN
• 2013-09-20 → 2016-08-08
  Elkhorn Investments
  Wheaton, IL
• 2010-01-20 → 2011-01-28
  Ameriprise Financial Services, Llc
  Indianapolis, IN
• 2009-07-15 → 2009-09-30
  World Equity Group, Inc.
  Anderson, IN

Exams

• S66 Uniform Combined State Law Examination
  2009-07-14