Tyler Donald Neary
Investment Adviser Representative at Osaic Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tyler Donald Neary is an investment adviser representative with Osaic Wealth, Inc. in Elkhorn, NE, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Raymond James Financial Services Advisors, Inc and Charles Schwab & Co., Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Nebraska.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Nebraska
- Broker:
12 states and territories
Arizona, Colorado, Florida, Iowa, Kansas, Minnesota, Missouri, Nebraska, Nevada, North Carolina, South Dakota, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Glen Oaks Country ClubFeb 2016 – Feb 2017West Des Moines, IA
- Northwestern Mutual Life Insurance CompanyFeb 2017 – Oct 2017Milwaukee, WI
- Northwestern Mutual Investment Services LLCJan 2017 – Apr 2021Omaha, NE
- Kurt BogsethOct 2017 – Jul 2018W Des Moines, IA
- Northwestern Mutual Life Insurance CompanyJul 2018 – Apr 2021Milwaukee, WI
- Guardian Life Insurance CompanyApr 2021 – Apr 2022Omaha, NE
- Park Avenue SecuritiesApr 2021 – Apr 2022Omaha, NE
- MML Investors Services LLCApr 2022 – Sep 2023Omaha, NE
- MassMutual Life Insurance CompanyApr 2022 – Sep 2023Omaha, NE
- PIller Financial GroupJul 2023 – Sep 2023Plymouth, MN
- Charles Schwab & Co., Inc.Oct 2023 – Mar 2025Omaha, NE
- Charles Schwab Bank, SSBOct 2023 – Mar 2025Omaha, NE
- Raymond James Financial Services, Inc.Mar 2025 – Mar 2026Omaha, NE
- Raymond James Financial Services Advisors, Inc.Mar 2025 – Mar 2026Omaha, NE
- First Investments & PlanningMar 2025 – Mar 2026Omaha, NE
- First National Bank of OmahaMar 2025 – Mar 2026Omaha, NE
- Osaic Wealth IncMar 2026 – no end date reportedElkhorn, NE
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Wealth, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8,271
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-54859
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Osaic Wealth, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tyler Donald Neary has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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