Kyle Timothy Obrien
Investment adviser representative at Advisory Alpha, LLC
13 yearsExperience
1 stateRegistered in
$4.4BFirm assets
15 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
13 years in the industry.
- Advisory Alpha, LLCSep 2020 to now
- Unity Financial AdvisorsJul 2017 to now
- Central Michigan UniversityAug 2013 to now
- Planners Alliance LLCMar 2018 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Advisory Alpha, LLC
$4.4BAssets managed
13,831Clients
66Advisers
15 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
- 6503322
- Firm CRD
- 158282