Kyle B Whittington
Investment adviser representative at Meld Financial, Inc.
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$776.4MFirm 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
15 years in the industry.
- Meld Financial, Inc.Jan 2007 to now
- Triad Advisors, Inc.Jan 2007 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Meld Financial, Inc.
$776.4MAssets managed
1,130Clients
10Advisers
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
- 5295189
- Firm CRD
- 118896