WK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$5.5M
Fee Structure
Financial Planning:Investment management only
Tyler Schall is also licensed as an independent insurance agent and may earn commissions from insurance product sales. This presents a conflict of interest, but clients are not obligated to purchase insurance through him.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
225 NE Mizner Blvd, Ste 350, Boca Raton, FL, 33432
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
American Trust Investment Services, INC.Broker
June 2025 - Present · 7 mos
Star Wealth Advisors
March 2025 - Present · 10 mos
Previous Registrations
Westpark Capital, INC. Broker
June 2020 - July 2024 · 4 yrs 1 mo
Westpark Capital, INC. Broker
June 2010 - October 2019 · 9 yrs 4 mos
Mony Securities CORP.Broker
September 1998 - January 1999 · 4 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.