Kyle Wayne Johnston
Investment adviser representative at Independent Advisor Alliance, LLC
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Independent Advisor Alliance, LLCAug 2025 to now
- LPL Financial, LLCDec 2016 to now
- Financial Advocates Investment ManagementDec 2016 to Aug 2025
- Northwestern Mutual Wealth Management CompanyMay 2007 to Dec 2016
- Northwestern Mutual Investment Services, LLCMar 1996 to Dec 2016
- Northwestern Mutual Life Insurance CompanyMar 1996 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (WA).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2616830
- Firm CRD
- 168267