Kyle Larry Sullivan
Investment adviser representative at Osaic Advisory Services, LLC
13 yearsExperience
5 statesRegistered in
$15.5BFirm assets
12 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 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
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCJun 2020 to now
- Triad Hybrid SolutionsJun 2020 to now
- Cascade Health InsuranceAug 2018 to now
- Northwestern Insurance GroupAug 2018 to now
- Tribe Financial GroupOct 2013 to now
- Triad AdvisorsJun 2020 to Aug 2024
- Principal Life Ins CompanyOct 2013 to Jun 2020
- Princor Financial Services CorporatonOct 2013 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 5 states (CA, ID, OR, TX, WA).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
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
- 4822889
- Firm CRD
- 171070