Kyle Hancharick
Investment adviser representative at LPL Financial LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCNov 2024 to now
- Strata Financial Group, LLCOct 2018 to now
- Kyle Hancharick, Notary PublicNov 2017 to now
- Harrington Asset Management, Inc.Oct 2019 to Jan 2023
- Osaic Wealth, Inc.May 2019 to Nov 2024
- Donald Martens & Sons Ambulance Service, Inc.Apr 2017 to Sep 2018
- Delta Energy Services, LLCMar 2012 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 7027591
- Firm CRD
- 6413