Kristy Lynn Ihle
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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 fee
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
10 years in the industry.
- Infinity Strategic Parners Llc/wendy Baum/eleni PaSep 2026 to now
- Equitable Advisors, LLCDec 2022 to now
- Infinity Strategic Partners Llc/wendybaum/brianfisher/elenipatelFeb 2025 to Sep 2026
- Infinity Strategic Partners, Llc/wendy BaumJan 2021 to Feb 2025
- Yoga SixJun 2020 to Jan 2021
- Elements MassageFeb 2019 to Jan 2021
- UnemployedJan 2019 to Feb 2019
- Iowa State UniversityJan 2018 to Dec 2018
- Boulder TaphouseDec 2017 to Sep 2018
- Finesse Spa SalonJun 2017 to Dec 2017
- The Grading CoJun 2017 to Dec 2017
- Des Moines Area Community CollegeAug 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7326453
- Firm CRD
- 6627