Kyle Robert Seeman
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJan 2023 to now
- 10elms, LLPDec 2022 to Jan 2023
- Sageview Advisory Group, LccApr 2022 to Nov 2022
- Capital One InvestingJul 2019 to Apr 2022
- United Income, Inc.Nov 2018 to Jul 2019
- Fedex FreightApr 2018 to Dec 2018
- Khp CapitalAug 2016 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (OK).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6698763
- Firm CRD
- 6413