Kyle J. Meaux
Investment adviser representative at Facet
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- FacetMay 2026 to now
- Fidelity InvestmentsMar 2025 to May 2026
- Fidelity Brokerage Services, LLCMay 2019 to May 2026
- David Eccles School of Business, University of UtahNov 2018 to Apr 2019
- Go Skip Inc.Mar 2018 to Oct 2018
- Intermountain HealthcareMay 2017 to Feb 2018
- Skyline High School/granite School DistrictMay 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 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
- 7122391
- Firm CRD
- 285961