Kyle Kaiser
Investment adviser representative at LPL Financial LLC
14 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Kyle Kaiser? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCMar 2025 to now
- Cetera Advisor Networks LLCAug 2023 to Mar 2025
- Cetera Investment Advisers LLCAug 2023 to Mar 2025
- Minnesota Life Insurance CoNov 2022 to Aug 2023
- Allied Wealth PartnersOct 2022 to Mar 2025
- Securian Financial Services IncOct 2022 to Aug 2023
- Kestra FinancialMay 2022 to Sep 2022
- Synthesis Wealth PlanningMay 2022 to Sep 2022
- Rowan UniversitySep 2018 to Sep 2022
- Cliff's Homemade Ice CreamFeb 2018 to Aug 2021
- UnemployedAug 2017 to Feb 2018
- Qdoba Mexican EatsJul 2017 to Aug 2017
- Roxbury Public SchoolsOct 2012 to Jun 2018
- UnemployedOct 2012 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7394610
- Firm CRD
- 6413