Kyle Coleman Steele
Investment adviser representative at Benjamin F. Edwards Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$705.4MFirm assets
8 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
- Seminars and workshops
Experience
10 years in the industry.
- Benjamin F. Edwards Wealth Management, LLCSep 2021 to now
- Robert W. Baird & Co. IncorporatedOct 2019 to Sep 2021
- Hilliard LyonsJun 2017 to Sep 2021
- Foresters FinancialJan 2017 to Apr 2017
- Unemployed -studentAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (KY).
Benjamin F. Edwards Wealth Management, LLC
$705.4MAssets managed
1,104Clients
6Advisers
8 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
- 6491394
- Firm CRD
- 297750