Kyle Labeaune
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$27.3BFirm assets
5 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 feeOther
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
12 years in the industry.
- Simplicity InvestmentsAug 2026 to now
- The Baldwin Group Wealth Advisors, LLCMar 2021 to now
- The Baldwin GroupJan 2021 to now
- Lasalle ST. Securities, LLCApr 2026 to Aug 2026
- Equitable Advisors, LLCNov 2017 to Mar 2026
- AXA Advisors, LLCNov 2017 to Jun 2020
- Burnham Gibson Wealth Advisors, IncDec 2016 to Oct 2024
- Vanguard UniversityOct 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Baldwin Group Wealth Advisors, LLC
$27.3BAssets managed
2,134Clients
47Advisers
5 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
- 6732423
- Firm CRD
- 312284