Kenneth Shawn Hyatt
Investment adviser representative at Cl Wealth Management LLC
12 yearsExperience
6 statesRegistered in
$733.6MFirm assets
15 yearsFirm in business
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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 feeOther
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
12 years in the industry.
- Cl Wealth Management LLCOct 2019 to now
- Cabot Lodge Securities LLCSep 2019 to now
- Ifs Advisory, LLCMar 2014 to now
- Ifs Securities, IncMar 2014 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 6 states (FL, GA, MI, NC, SC, VA).
Cl Wealth Management LLC
$733.6MAssets managed
2,168Clients
42Advisers
15 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
- 2651738
- Firm CRD
- 134922