Kyle William Faszholz
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
Experience
12 years in the industry.
- Kestra Financial Inc.May 2026 to now
- Kestra Advisory Services, LLCSep 2023 to now
- Kestra Investment Services, LLCSep 2023 to now
- LPL Financial LLCApr 2021 to Sep 2023
- RiskalyzeAug 2020 to Apr 2021
- Charles River DevelopmentSep 2019 to Aug 2020
- Envestnet Asset ManagementApr 2014 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 5536162
- Firm CRD
- 283330