Tyler Trunko

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2022 → 08/2025
  Florida Financial Advisors
  Tampa, FL
• 01/2012 → 04/2022
  Student
  Tampa, FL
• 11/2022 → 09/2025
  Trinity Wealth Securities, Llc
  Tampa, FL
• 10/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2025 → Present
  Trunko Financial
  Clearwater, FL

Previous Registrations

• 2022-05-13 → 2025-09-12
  Florida Financial Advisors, Llc
  Tampa, FL
  Tampa, FL
  Tampa, FL

Other Businesses

1.) University of Tampa Board of Counselors. Non-Investment Related. 401 W Kennedy Blvd, Tampa FL, 33606. Nature of Business: Alumni Help. Position: Member. Start Date: 6/1/2024. Hours per month: 1. Hours per month during trading hours: 0. Help raise money for the school, attend events and meet with other students to help with career path. 2.)Trunko Financial; Investment Related: Yes; 1901 Ulmerton Rd., Suite 625, Clearwater FL 33762; Insurance Sales; POSITION Founder; Start Date 11/2025; Approx. 10 hours a month; Approx. 10 hours during trading; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-21

Designations

• Certified Financial Planner

Other Names

• Tyler Joseph Trunko