Tyler Needler has been Managing Member of Wealth Advisory Solutions since June 2017, is a control person of the firm and directly owns between 25% and 50% of it.
Wealth Advisory Solutions, LLC is a Zionsville, IN firm with $599M under management, 684 clients and 8 advisers across 4 offices, as of its March 2026 filing.
Tyler Needler’s longest registration is the current one, 9 years at Wealth Advisory Solutions since 2017. Before joining Wealth Advisory Solutions in 2017, Tyler Needler was registered through Canterbury Investment Management, LLC and Elkhorn Investments.
- – present · 9 yearsZionsville, IN · Adviser representative · Firm CRD 288903
- Canterbury Investment Management, LLC– · 2 yearsZionsville, IN · Adviser representative · Firm CRD 125680
- Elkhorn Investments– · 2 yearsWheaton, IL · Adviser representative · Firm CRD 168198
- Ameriprise Financial Services, Inc.– · 1 yearIndianapolis, IN · Adviser representative · Firm CRD 6363
- World Equity Group, Inc.– · under a yearAnderson, IN · Adviser representative · Firm CRD 29087
Investment adviser representative registrations
Tyler Needler is registered as an investment adviser representative in Indiana, since July 2017.
- IndianaSince 27 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 11 February 2014 |
| Series 66 | Uniform Combined State Law Examination | 14 July 2009 |
| Series 7 | General Securities Representative Examination | 23 April 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tyler Ray Needler
- CRD
- 5660871
- Firm
- Wealth Advisory Solutions · CRD 288903
- Role
- Managing Member
- Office
- 1630 W OAK ST, SUITE 201, Zionsville, IN 46077
- Registration
- Investment adviser registration
- In the industry since
- June 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Tyler Needler work?
Tyler Needler has been Managing Member of Wealth Advisory Solutions, LLC since June 2017, and is a control person of the firm.
Is Tyler Needler a financial advisor?
Yes. Tyler Needler has a current investment-adviser registration in Indiana, through Wealth Advisory Solutions since July 2017.
How many years of experience does Tyler Needler have?
Tyler Needler has 14 years in the financial industry, since June 2012, across 5 adviser firms.
What exams has Tyler Needler passed?
Tyler Needler has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in April 2009. FINRA credited Tyler Needler with the SIE, which began in October 2018.
Where did Tyler Needler work before Wealth Advisory Solutions?
Before Wealth Advisory Solutions, Tyler Needler was registered through Elkhorn Investments, September 2013 to August 2016; Ameriprise Financial Services, Inc., January 2010 to January 2011; World Equity Group, Inc., July 2009 to September 2009.
Where is Tyler Needler based?
Tyler Needler’s registered office is in Zionsville, IN.
Is Tyler Needler registered with FINRA?
No. Tyler Needler has no current broker registration.
How can I verify Tyler Needler’s record?
Search CRD 5660871 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler Needler’s full registration record.
- Kimberly CusterManaging Member/CCO
- Steven KyburzManaging Member