Kyle Steven Klinger
Investment adviser representative at Cabin Advisors, LLC
8 yearsExperience
2 statesRegistered in
$220.2MFirm assets
1 yearFirm 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
- Pension consulting
Experience
8 years in the industry.
- Cabin Advisors, LLCJul 2024 to now
- Cabin Securities IncJul 2024 to now
- Allen Mooney and Barnes Investment Advisors LLCJan 2024 to Jul 2024
- Copley Financial Group, Inc.Apr 2019 to Jan 2024
- Heritage Tax and Insurance Services, Inc.Mar 2019 to Jan 2024
- UnemployedSep 2018 to Mar 2019
- Pools of FunMar 2018 to Sep 2018
- UnemployedOct 2017 to Mar 2018
- Mortenson KimApr 2017 to Oct 2017
- Young and LaramoreJun 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, NH).
Cabin Advisors, LLC
$220.2MAssets managed
414Clients
16Advisers
1 yearIn 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
- 7092609
- Firm CRD
- 312547