Kyle M Lonsinger
Investment adviser representative at Accurate Wealth Management, LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.7BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Accurate Wealth Management, LLCJun 2024 to now
- Aag Capital, Inc.Jun 2024 to now
- LPL Financial, LLCJul 2023 to Jun 2024
- Bank of America, N.A.Mar 2022 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Jun 2023
- TD AmeritradeJan 2019 to Mar 2020
- LPL Financial, LLCJan 2018 to Jan 2019
- Nationwide FinancialAug 2016 to Jan 2018
- Nationwide Securities LLCAug 2016 to Jan 2018
- Wc Mcquaide IncMay 2013 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (FL, NH, PA).
Accurate Wealth Management, LLC
$1.7BAssets managed
2,612Clients
48Advisers
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
- 6698207
- Firm CRD
- 298137