Kyle R Louvar
Investment adviser representative at Guided Capital Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$249.2MFirm 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 assetsFixed 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
11 years in the industry.
- Guided Capital Wealth Management, LLCDec 2018 to now
- Merit Financial Group, LLCJul 2019 to Dec 2020
- Lifestyle Planning Solutions, LLCDec 2018 to Jul 2019
- Bank of America, NAApr 2010 to Dec 2018
- Merrill LynchOct 2009 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Guided Capital Wealth Management, LLC
$249.2MAssets managed
162Clients
4Advisers
2 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
- 5723035
- Firm CRD
- 310056