Grimaldi Investment Services
43yrs
Top advisor by experience in Yorktown
31yrs
Based in Yorktown, Indiana, Robert Tyler is a fiduciary financial advisor with 31 years of industry experience. Robert has been with Osaic Wealth since 2018; before that, Robert spent two years at Signator Investors and 15 years at Transamerica Financial Advisors. Robert holds the CFP® designation.
One of 11 advisors with offices in Yorktown, and one of 8 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience in Indiana
Office10101 W. SR 32, Yorktown, IN 47396
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2018Signator Investors, Inc.Previously
- 2001 – 2016Transamerica Financial Advisors, LLCPreviously
Contact Robert
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Robert. 10101 W. SR 32Yorktown, IN 47396Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Osaic Wealth at (800) 821-5100 and ask for Robert Tyler. Robert works from the Yorktown, IN office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1995, about 31 years. Top 14% by experience in Indiana.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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