Kyle Kirk
Investment adviser representative at Uniting Wealth Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$934.6MFirm 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 assetsFixed 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.
- Uniting Wealth Partners, LLCSep 2026 to now
- Amerirprise Financial Services, LLCJan 2022 to Sep 2026
- LPL Financial LLCSep 2020 to Dec 2021
- Northwest BankMay 2020 to Dec 2021
- Byllye LanesJan 2016 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Uniting Wealth Partners
Legal name: Uniting Wealth Partners LLC
$934.6MAssets managed
854Clients
17Advisers
2 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
- 7260102
- Firm CRD
- 332317