Tyler Rowe Noles

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

• 02/2017 → 12/2022
  Southern Pressure Washing & Exteriors Llc
  Birmingham, AL
• 08/2019 → 05/2023
  Auburn University
  Auburn, AL
• 08/2015 → 05/2019
  Spain Park High School
  Birmingham, AL
• 01/2023 → 03/2023
  Pricewaterhousecoopers Llc
  Atlanta, GA
• 06/2023 → 11/2023
  Osaic Wealth
  Birmingham, AL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Birmingham, AL

Other Businesses

1. THE NOLES GROUP POSITION: Operations NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2023 ADDRESS: 3800 Colonnade Pkwy, Suite 600, Birmingham AL 35243, United States DESCRIPTION: Operations, for Danny J. Noles: Entering client information and preparing relevant forms, such as forms needed for new business or servicing.Communicating with clients about appointments, and answering questions of a technical or operational nature. Assisting the owner of the S-Corp, Danny J Noles, with operational tasks as he directs, e.g., helping him track expenses and income. Offering my opinion when prompted about decisions that affect the business in an operational sense, e.g., what advertising or marketing routes we might find worthwhile, or other "strategic" matters of a similar nature 2. EAGLE LIFE INSURANCE COMPANY POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/02/2025 ADDRESS: 3800 Colonnade Pkwy, Suite 600, Birmingham AL 35243, United States DESCRIPTION: Insurance Agent for Fixed Products: Annuity, Life, LTC, Health Specialty, etc 3. AMERILIFE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 06/24/2023 ADDRESS: 2650 McCormick Drive, Suite 200G, Clearwater FL 33759, United States DESCRIPTION: Life and health insurance representative for AmeriLife. Fixed products such as life, disability and long-term-care. 4. TRUCHOICE FINANCIAL GROUP, LLC POSITION: Agent NATURE: IMO Insurance Agency as an LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 02/26/2025 ADDRESS: 3800 Colonnade Pkwy, Suite 600, Birmingham AL 35243, United States DESCRIPTION: Insurance Agent for Fixed Products: Annuity, Life, LTC, Health Specialty, etc. 5. HIGHLAND CAPITAL BROKERAGE POSITION: Agent NATURE: Insurance agency; Osaic partner agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/02/2026 ADDRESS: 3800 Colonnade Pkwy, Ste 600, Birmingham AL 35243, United States DESCRIPTION: I intend to write fixed business (life, MYGAs, etc.) via Highland Capital Brokers, as they are an approved/partner firm for Osaic. 6. SIMPLICITY POSITION: Agent NATURE: Insurance IMO INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2026 ADDRESS: 3800 Colonnade Pkwy, Suite 600, Birmingham AL 35243, United States DESCRIPTION: I plan to use Simplicity to write a portion of my fixed insurance business (life, fixed indexed annuities, etc.).

Exams

• S66 Uniform Combined State Law Examination
  2024-02-22

Other Names

• Tyler Noles