Kyle Lippold
Investment adviser representative at Retireright Consulting Group
18 yearsExperience
1 stateRegistered in
$561.1MFirm assets
7 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
18 years in the industry.
- Retireright Consulting GroupAug 2022 to now
- LPL Financial LLCAug 2022 to now
- Gwfs Equities, IncSep 2021 to Aug 2022
- Avantax Investment Services, Inc.Sep 2020 to Sep 2021
- Proequities IncNov 2017 to Sep 2020
- Honkamp Krueger Financial Services IncOct 2017 to Sep 2020
- Global Portfolio Strategies, Inc.Feb 2014 to Oct 2017
- PrudentialDec 2008 to Oct 2017
- Prudential Investment Management Services, LLCDec 2008 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IA).
Retireright Consulting Group
Legal name: Retireright, LLC
$561.1MAssets managed
500Clients
5Advisers
7 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
- 5627120
- Firm CRD
- 300925