Miami, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,078,053,015
ClientsTotal clients
5,925
AdvisorsAdvisors at this office
2
Of 33 advisors across 19 offices
Location
4400 Biscayne Blvd
Miami FL 33160
Advisors at this office
2
Advisors at this office
Tyler B
Series 66
Miami, FL
ThePartners Wealth Management
Tyler Broek is a financial advisor with ThePartners Wealth Management in Miami, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at OSAIC and Securities America Advisors, Inc., and he has operated his own firms, Gordon Wealth Financial Life Advisors LLC and Tyler Broek LLC, since 2017. He also has experience in the sale of life insurance and annuities through his role as a licensed representative. ThePartners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of customized portfolios and model-based management, utilizing both in-house and third-party model providers, with a required platform for trading and model access.
Lonnie O
Series 63, Series 65
Miami, FL
ThePartners Wealth Management
Lonnie Ogulnick is a financial advisor with The Partners Wealth Management in Miami, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Osaic Wealth, Securities America, Investacorp, and Ladenburg Thalmann. Outside of advising, he is the CEO of OG Money Motivation, where he focuses on motivational sales coaching, podcasting, and book sales. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management and financial planning through a multi-team advisor structure. The firm employs customized portfolio strategies using a variety of models and securities, with discretionary authority typically granted by clients.
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