Tyler Ray Needler
Investment adviser representative at Wealth Advisory Solutions, LLC
10 yearsExperience
1 stateRegistered in
$599.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wealth Advisory Solutions, LLCMay 2017 to now
- Canterbury Investment ManagementJul 2016 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (IN).
Wealth Advisory Solutions, LLC
$599.1MAssets managed
684Clients
9Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5660871
- Firm CRD
- 288903