Tyler Robert Dunkelberger

Employer firm

Reliance Wealth Management CRD 332415

$134M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 01/2014 → Present
  Reliance Financial Partners
  San Antonio, TX
• 10/2022 → 09/2024
  Coppell Advisory Solutions Llc
  San Antonio, TX
• 09/2024 → Present
  S&D Financial, Llc
  San Antonio, TX

Previous Registrations

• 2022-10-13 → 2025-07-24
  Coppell Advisory Solutions Llc
  San Antonio, TX
  Dallas, TX

Other Businesses

Reliance Financial Partners; Investment Related; at reported business location; Insurance Sales; Vice President and Insurance Agent; 01/01/2013; 160 hours/month; 160 hours/month during securities trading hours; Sale of insurance products to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-19