Kyle Robert Neese
Investment adviser representative at Sunpointe Investments
12 yearsExperience
1 stateRegistered in
CFADesignation
$790.7MFirm 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 assetsFixed 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
12 years in the industry.
- Sunpointe InvestmentsApr 2026 to now
- Sunpointe, LLCApr 2026 to now
- Wells Fargo AdvisorsMar 2014 to Apr 2026
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MO).
Sunpointe Investments
Legal name: Sunpointe, LLC
$790.7MAssets managed
309Clients
11Advisers
6 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
- 6647866
- Firm CRD
- 282505