Kyle R Schwallier
Investment adviser representative at Schwallier Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$197MFirm assets
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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
Experience
11 years in the industry.
- Schwallier Wealth ManagementJan 2024 to now
- Fidelity Brokerage Services LLCNov 2021 to Jan 2024
- Charles Schwab Bank, SsbNov 2019 to Oct 2021
- Charles Schwab & Co., Inc.Jul 2018 to Nov 2021
- Schwallier Wealth ManagementSep 2017 to Jun 2018
- Securities America, Inc.May 2017 to Sep 2017
- New York Life InsuranceMar 2016 to Apr 2017
- Grand Valley State UniversityAug 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Schwallier Wealth Management
Legal name: Fee-only Fiduciary Advisors LLC
$197MAssets managed
292Clients
3Advisers
4 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
- 6621347
- Firm CRD
- 143329