Kyle Rocklyn Girard
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 Advisory Services, LLCJun 2022 to now
- Kestra Investment Services LLCJun 2022 to now
- Gallagher Fiduciary Advisors, LLCApr 2022 to Jun 2022
- Triad Advisors IncMar 2022 to Jun 2022
- Gallagher Benefit Services, Inc.Mar 2020 to Mar 2022
- Abbey StreetApr 2018 to Mar 2020
- Kestra Advisory Services, LLC.Apr 2016 to Mar 2022
- Kestra Investment Services, LLC.Apr 2016 to Mar 2022
- The Knw GroupOct 2010 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5694593
- Firm CRD
- 283330