Tyler L Roach

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2016 → 02/2020
  Mutual Of Omaha Insurance Company
  Omaha, NE
• 02/2020 → Present
  Cwm, Llc Dba Carson Partners
  Omaha, NE
• 03/2020 → 06/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2025 → Present
  Osaic
  Scottsdale, AZ

Previous Registrations

• 2020-03-13 → 2025-07-15
  Cwm, Llc
  Omaha, NE
• 2016-09-21 → 2020-03-02
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-16
• S63 Uniform Securities Agent State Law Examination
  2010-07-15

Other Names

• Tyler Louis Roach