Tyler Dunkelberger has been Chief Financial Officer and Chief Compliance Officer of S & D Financial since July 2024, is a control person of the firm and directly owns under 5% of it.
S & D Financial, L.L.C. is a San Antonio, TX firm with $134M under management, 302 clients and 5 advisers across 3 offices, as of its May 2026 filing.
Tyler Dunkelberger is Partner & CCO of Reliance Financial Partners. Dunkelberger entered the financial sector as a full-time financial professional in 2010 and in 2012 joined his brother, Dana, to help expand the firm's business across Texas Hill Country. He travels throughout Texas to meet with clients.
Tyler Dunkelberger’s longest registration was 2 years at Coppell Advisory Solutions LLC (2022–2025). Before joining S & D Financial in 2025, Tyler Dunkelberger was registered through Coppell Advisory Solutions LLC.
- Reliance Wealth ManagementCurrent– present · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 332415
- Coppell Advisory Solutions LLC– · 2 yearsSan Antonio, TX · Adviser representative · Firm CRD 156549
Investment adviser representative registrations
Tyler Dunkelberger is registered as an investment adviser representative in Texas, since February 2025.
- TexasSince 7 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 September 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tyler Robert Dunkelberger
- CRD
- 7646750
- Firm
- S & D Financial · CRD 332415
- Role
- Chief Financial Officer and Chief Compliance Officer
- Office
- 6827 CAMP BULLIS RD, STE 402, San Antonio, TX 78256
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- reliancefinancialpartners.com
Where does Tyler Dunkelberger work?
Tyler Dunkelberger has been Chief Financial Officer and Chief Compliance Officer of S & D Financial, L.L.C. since July 2024, and is a control person of the firm.
Is Tyler Dunkelberger a financial advisor?
Yes. Tyler Dunkelberger has a current investment-adviser registration in Texas, through S & D Financial since February 2025.
How many years of experience does Tyler Dunkelberger have?
Tyler Dunkelberger has 4 years in the financial industry, since October 2022, across 2 adviser firms.
What exams has Tyler Dunkelberger passed?
Tyler Dunkelberger passed the Series 65 in September 2022.
Where is Tyler Dunkelberger based?
Tyler Dunkelberger’s registered office is in San Antonio, TX.
Is Tyler Dunkelberger registered with FINRA?
No. Tyler Dunkelberger has no current broker registration.
How can I verify Tyler Dunkelberger’s record?
Search CRD 7646750 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler Dunkelberger’s full registration record.