Kevin Truckly
Investment adviser representative at Guggenheim Investments
12 yearsExperience
1 stateRegistered in
$8BFirm assets
54 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Guggenheim Investments, LLCAug 2025 to now
- Guggenheim Funds Distributors, LLCAug 2025 to now
- Bank of America, N.A.Nov 2023 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to Jul 2025
- Muirfield Village Golf ClubAug 2021 to Jul 2025
- Natixis Investment ManagersAug 2021 to Mar 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2017 to Aug 2021
- Muirfield Village Golf ClubJul 2015 to Jul 2019
- The Ohio State UniversityAug 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Guggenheim Investments
Legal name: Security Investors, LLC
$8BAssets managed
107Clients
43Advisers
54 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
- 6896697
- Firm CRD
- 105477