Skip to content

Kyle B Thompson

Investment adviser representative at Market Street Wealth Management Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$776MFirm assets

Are you Kyle B Thompson? Claim your profile

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

11 years in the industry.

  1. Market Street Wealth Management Advisors, LLCMay 2015 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 1 state (IN).

Market Street Wealth Management Advisors, LLC

$776MAssets managed
427Clients
8Advisers
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
5824882
Firm CRD
122212
Advisor's SEC record (opens in a new tab)
CallContact this firm