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Kyler Wayne Klingenberg

Investment adviser representative at Assuredpartners Investment Advisors
22 yearsExperience
1 stateRegistered in
$3.9BFirm assets
6 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 assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

22 years in the industry.

  1. Assuredpartners Investment AdvisorsJul 2024 to now
  2. Private Client ServicesJul 2024 to now
  3. Kestra Investment Services LLCMay 2021 to Jul 2024
  4. Fsm WealthNov 2020 to Feb 2021
  5. Rent One Park Home of the Southern Illinois MinersMay 2019 to Aug 2019
  6. Intrust Bank ArenaJan 2019 to Mar 2020
  7. Wichita State Admissions OfficeJan 2019 to May 2019
  8. Wichita State UniversityAug 2018 to May 2021
  9. Bauza LandscapingMay 2018 to Aug 2018
  10. Bender Acres Grain FarmMay 2017 to Aug 2020
  11. Nashville Community Public SchoolsMar 2004 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (IL).

Assuredpartners Investment Advisors

Legal name: Assuredpartners Investment Advisors, LLC

$3.9BAssets managed
2,159Clients
30Advisers
6 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
7319399
Firm CRD
309550
Advisor's SEC record (opens in a new tab)
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