Tyler Ray Wellman
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Tyler Ray Wellman? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCJul 2021 to now
- Bni of the HeartlandOct 2020 to Jul 2021
- Wellman Farms, Inc.May 2020 to Jul 2021
- Nebraska Agribusiness ClubNov 2018 to Jul 2021
- Rink & Rolf, Inc.May 2018 to Jul 2021
- Expanse Wealth Management (dba)Sep 2017 to May 2018
- Wellman LLCJun 2017 to Jul 2021
- Nebraska Future Business Leaders of AmericaSep 2016 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesOct 2014 to Jul 2021
- Waddell & Reed, IncJul 2014 to Jul 2021
- Tyler Wellman-notaryOct 2013 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6281410
- Firm CRD
- 6413