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Tyler Thomas Lyman

Advisor at Lyman Financial — Midland, MI

Updated today

Credentials

Series 65

Experience

3 years

Location

Midland, MI

Lyman Financial

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Tyler Lyman is a financial advisor at Lyman Financial in Midland, MI, holding a Series 65 designation with three years of industry experience. His work background includes roles at The Dow Chemical Company and Laser Insurance & Elite Financial Group, alongside ongoing involvement with Michigan State University. Lyman Financial provides ongoing financial planning services to individual clients without managing assets or trading accounts. The firm emphasizes a diversified buy-and-hold approach using exchange-traded funds and offers comprehensive planning covering cash flow, debt, insurance, estate, tax, and investment strategies with fixed, non-AUM fees.

Client services

Based on Lyman Financial

Financial planning

Expertise

Based on Lyman Financial

Cash flow / budgeting Debt management General estate planning guidance General tax planning Passive / index investing

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Fee options

Other

Fee-only: Fixed rate of $375 per quarter for financial planning services; fees are non-negotiable and paid quarterly in advance.

Location

Midland, MI

Midland MI

Advisors at this office

1

Most active in

Michigan

Work history

3 years of industry experience

The Dow Chemical Company

2024 - Present • 2 years

Midland, MI

Lyman Financial LLC

2023 - Present • 3 years

Midland, MI

Laser Insurance & Elite Financial Group

2021 - 2023 • 2 years

Salt Lake City, UT

Michigan State University

2020 - Present • 6 years

East Lansing, MI

Dow High School

2016 - 2020 • 4 years

Midland, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mark R

CFP®, Series 63

Freeland, MI

Reitz Capital Advisors LLC

Mark Reitz is a CFP®-certified financial advisor with 15 years of industry experience. He founded and has managed Reitz Capital Advisors LLC since 2013. Outside of his advisory role, he is involved in health insurance through a partial ownership in Mayan Group Benefits and operates an insurance agency, Mayan Agency. Reitz Capital Advisors provides investment management, financial planning, and consultation services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a long-term investment approach based on strategic, diversified asset allocation informed by Modern Portfolio Theory and fundamental analysis.

General retirement planning Cash flow / budgeting
user avatar

Corey F

CFA®, ChFC®, Series 63, Series 65

Midland, MI

Ferris Financial Services, L.L.C.

Corey Ferris is a CFA® and ChFC® credentialed financial advisor with 20 years of industry experience. He is the principal of Ferris Financial Services, L.L.C., an independent investment advisory firm based in Midland, MI, and previously worked at Hantz Financial Services, Inc. for 18 years. In addition to advisory services, he operates as an insurance agent and tax advisor through a sole proprietorship. Ferris Financial Services serves individual and high-net-worth clients by providing discretionary asset management, comprehensive financial planning, and ERISA retirement-plan advisory services. The firm manages approximately $32 million across 38 client relationships and customizes portfolios based on fundamental analysis, asset allocation, and risk tolerance, with discretionary management and quarterly performance reporting.

Retirement income strategy Options & derivatives strategies Income planning Founder/Business Owner Executive
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David B

ChFC®, Series 63, Series 65

Saginaw, MI

Great Lakes Retirement Solutions, Inc.

David Becker is a ChFC® with 37 years of industry experience, currently serving at Great Lakes Retirement Solutions, Inc. since 2025. He previously worked at Securities Equity Group for 15 years and has operated Premier Financial Group since 1999. Becker is president of Mid Michigan Teen Challenge, a Christian rehabilitation organization. Great Lakes Retirement Solutions serves individual and corporate clients with portfolio management, financial planning, and third-party adviser placement. The firm uses Modern Portfolio Theory for asset allocation and offers both discretionary and non-discretionary management, often engaging in co-adviser arrangements to support client oversight.

General retirement planning Income planning
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Mark F

Series 66

Midland, MI

My Financial Coach, LLC

Mark Fetterolf is a financial advisor at My Financial Coach, LLC in Midland, MI, with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2018. Outside of advising, he is a licensed insurance agent. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory, offering continuous portfolio management and standalone planning with a focus on documented client risk tolerances and time horizons.

Options & derivatives strategies Real estate investing Passive / index investing
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Bruce B

Series 65

Midland, MI

My Financial Coach, LLC

Bruce Beckett is a Series 65-licensed financial advisor with My Financial Coach, LLC in Midland, MI, where he has worked since 2017. He has eight years of industry experience and also co-owns Kamal'i, LLC, a childcare preschool and daycare center. Additionally, he holds ownership stakes in Parkcrest Development, LLC, and Jon Squires Enterprises, LLC, both involved in commercial property rental. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm advises on a limited range of investments and combines fundamental and technical analysis with modern portfolio theory to deliver both ongoing account management and one-time financial plans.

Options & derivatives strategies Real estate investing Passive / index investing
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Matthew S

Series 66

Saginaw, MI

Great Lakes Retirement Solutions, Inc.

Matthew Starke is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Great Lakes Retirement Solutions, Inc. since 2013, following three years at Professional Analysts, LLC. Outside of his advisory role, he serves as treasurer for Jolt Credit Union and sells life, disability, fixed, and equity indexed annuities. Great Lakes Retirement Solutions works with individual and high-net-worth clients as well as business entities, providing portfolio management, financial planning, and coordination of third-party investment advisers. The firm’s investment approach uses individualized asset allocation based on Modern Portfolio Theory, with ongoing monitoring and client reviews, and oversees a notable amount of assets through third-party managers.

General retirement planning Income planning
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