Tyler
Curley

Next Financial Group, Inc

CRD#6859177
Investment Advisor
in Novi, MI

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About this Advisor

Tyler Curley is a financial advisor based in Novi, Michigan, working with Next Financial Group, Inc. Tyler has previously held positions at Trifound, Brookshire Inn And Golf Club, The State News, Trunk Club, Brokers International Financial Services, LLC, Ae Wealth Management, LLC, and Dahring | Cusmano And Associates, LLC. Tyler has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Tyler is part of Next Financial Group, Inc, which operates out of Novi, Michigan. The firm has 257 offices and 613 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 educational seminars. The fee structure at Next Financial Group, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

26200 Town Center Drive, Suite 100
Novi, MI 48375

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$3,522,327,030

MI Average: $3,042,739,679
Total Number of Employees

613

MI Average: 49
Total Number of Accounts

17,352

MI Average: 2,315
Average Account Size

$202,993

MI Average: $1,314,358

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
  • Educational seminars/workshops

Tyler Curley Work History

2020 - Present (4 years)

Dahring | Cusmano And Associates, LLC

2019 - 2020 (1 year)

Ae Wealth Management, LLC

2017 - 2020 (3 years)

Trifound

2017 - 2019 (2 years)

Brokers International Financial Services, LLC

2015 - 2015 (< 1 year)

Trunk Club

2014 - 2015 (1 year)

The State News

2013 - 2017 (4 years)

Brookshire Inn And Golf Club

Disclosures

Please visit the SEC profile of Tyler Curley 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 Next Financial Group, Inc

Rachel Kechely
Lincoln, NE
Mason Marshburn
Chico, CA
Deborah Hunt
Houston, TX
Michael Zawadiwskyi
Oradell, NJ
Joshua Roche
Allentown, PA
Deena Kobrin
Robbinsville, NJ
Kaitlyn Pfluger
Roseville, CA
Jeffrey Boyea
Syracuse, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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