Kyle Leikam
Investment adviser representative at Silver Grove Advisory Services
10 yearsExperience
1 stateRegistered in
$453.6MFirm assets
9 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
Experience
10 years in the industry.
- Silver Grove Advisory ServicesJul 2023 to now
- LPL Financial LLCJul 2023 to now
- Bank of America, N.A.Jul 2019 to Jul 2023
- Merrill Lynch Wealth ManagementJul 2019 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Jul 2023
- Evans BankOct 2016 to Jun 2019
- LPL Financial LLCOct 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
Silver Grove Advisory Services
Legal name: Silver Grove Financial Group, Inc.
$453.6MAssets managed
2,150Clients
17Advisers
9 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
- 5865848
- Firm CRD
- 287512