Tyler
Wyss

Howard Bailey Securities, LLC

CRD#7378947
Investment Advisor
in Brownsburg, IN

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About this Advisor

Tyler Wyss is a financial advisor based in Brownsburg, Indiana, working with Howard Bailey Securities, LLC. Tyler has previously held positions at Charles Schwab & Co., Inc, Indiana Wesleyan University, Cunningham Agency, Walls Down Ministry, Westpoint Financial Group, and Howard Bailey Financial. Tyler has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Tyler is part of Howard Bailey Securities, LLC, which operates out of Brownsburg, Indiana. The firm has 3 offices and 15 employees. The firm manages assets totaling $463.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Howard Bailey Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

480 E Northfield Dr. Suite 200
Brownsburg, IN 46112

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Howard Bailey Securities, LLC Brokerage Details

Total Assets Under Management

$463,303,000

IN Average: $1,347,246,178
Total Number of Employees

15

IN Average: 46
Total Number of Accounts

4,344

IN Average: 1,775
Average Account Size

$106,654

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Tyler Wyss Work History

2023 - Present (1 year)

Howard Bailey Financial

2021 - 2023 (2 years)

Charles Schwab & Co., Inc

2020 - 2020 (< 1 year)

Cunningham Agency

2020 - 2021 (1 year)

Westpoint Financial Group

2013 - 2020 (7 years)

Walls Down Ministry

2012 - 2014 (2 years)

Indiana Wesleyan University

Disclosures

Please visit the SEC profile of Tyler Wyss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Howard Bailey Securities, LLC

Sara Provines
Fort Wayne, IN
Grant Welter
Fort Wayne, IN
John Nuechterlein
Fort Wayne, IN
Ryan Zeeb
Perrysburg, OH
Reid Braun
Fort Wayne, IN
David Littrell
Fort Wayne, IN
Marshal Johnson
Fort Wayne, IN
Robert Mccoy
Fort Wayne, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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