Kyle Jacob Lunde
Investment adviser representative at Smartharvest Portfolios
10 yearsExperience
2 statesRegistered in
$348.1MFirm assets
1 yearFirm 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.
- Portfolio management
Experience
10 years in the industry.
- Smartharvest PortfoliosDec 2024 to now
- Consultant / Self-employedNov 2024 to now
- Catalina Capital Group LLCNov 2020 to Nov 2024
- Consultant / Self EmployedNov 2019 to Oct 2020
- Eaton Vance Distributors, Inc.Apr 2016 to Oct 2019
- Eaton Vance ManagementApr 2016 to Oct 2019
- Parametric Portfolio AssociatesApr 2016 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Smartharvest Portfolios
Legal name: Smartharvest Portfolios LLC
$348.1MAssets managed
255Clients
1Advisers
1 yearIn 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
- 6162508
- Firm CRD
- 334260