Kyle Patrick Schneider
Investment adviser representative at Chatterton & Associates
28 yearsExperience
13 statesRegistered in
CFP® certification, ChFC®Designations
$1.3BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- Chatterton & AssociatesFeb 2025 to now
- Chatterton & Associates, the Wealth Management Team, Inc.Aug 2004 to now
- Osaic WealthJan 1998 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 13 states (AL, AZ, CA, CO, FL, GA, ID, NV, OR, TX, UT, VA, WA).
Chatterton & Associates
Legal name: Chatterton & Associates, the Wealth Management Team, Inc.
$1.3BAssets managed
1,542Clients
7Advisers
22 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
- 2931740
- Firm CRD
- 132295