Tyler Patrick Purcell
Investment adviser representative at Balance Wealth
12 yearsExperience
2 statesRegistered in
$386.7MFirm assets
1 yearFirm 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 assetsFixed 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
12 years in the industry.
- Balance WealthNov 2024 to now
- Kiplinger Wealth AdvisorsJan 2022 to Oct 2024
- Securities America Inc.Sep 2014 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Balance Wealth
Legal name: Balance Wealth Partners LLC
$386.7MAssets managed
553Clients
9Advisers
1 yearIn 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
- 6103254
- Firm CRD
- 329589