Tyler Gregory Merrill
Investment Adviser Representative at Creative Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tyler Gregory Merrill is an investment adviser representative with Creative Planning in Irvine, CA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
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.
- Raymond JamesJul 2024 – Jun 2025Newport Beach, CA
- University of California, IrvineFeb 2023 – Mar 2025Irvine, CA
- Little SisterOct 2022 – May 2023Irvine, CA
- City of YucaipaAug 2022 – May 2024Yucaipa, CA
- VonsMar 2019 – Sep 2021Yucaipa, CA
- Yucaipa High SchoolAug 2017 – Jun 2021Yucaipa, CA
- Mesa View Middle SchoolAug 2014 – Jun 2017Calimesa, CA
- University of California, IrvineSep 2021 – Jun 2025Irvine, CA
- Creative Planning, LLCJun 2025 – no end date reportedIrvine, CA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Creative Planning
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
- $200,000 (waivable)
- First $500,0001.20%
- $500,001 – $2,000,0001.00%
- $2,000,001 – $5,000,0000.85%
- $5,000,001 – $10,000,0000.80%
+4 more tiers on the firm profile
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:
- 1,153
- Offices listed on AdvisorFinder:
- 72
- Main office:
- Overland Park, KS
- SEC file number:
- 801-18564
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 10, 2026
View full firm profileOther advisors at Creative Planning
Showing 12 of 1,153 in the directory
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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 Gregory Merrill 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.
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