Kyle Ryan Conner
Investment adviser representative at dba Big Money Retirement and Big Retirement
10 yearsExperience
1 stateRegistered in
$147.1MFirm assets
Under 1 yearFirm 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 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.
- dba Big Money Retirement and Big RetirementOct 2025 to now
- Burgess Investment Group, LLCSep 2025 to now
- Self-employedOct 2024 to Sep 2025
- Curran Financial Partners, LLCApr 2022 to Oct 2024
- Nylife Securities LLCDec 2021 to Apr 2022
- New York Life Insurance CompanySep 2021 to Apr 2022
- Georgia State UniversityJan 2021 to Jul 2021
- Farmers InsuranceJun 2020 to Dec 2020
- Various Online E-commerce StoresJan 2019 to May 2020
- Self-employedDec 2018 to May 2020
- Georgia Southern UniversityJul 2018 to Dec 2018
- Paradise Rental BoatsMay 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (SC).
dba Big Money Retirement and Big Retirement
Legal name: Burgess Investment Group, LLC
$147.1MAssets managed
864Clients
11Advisers
Under 1 yearIn 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
- 7427760
- Firm CRD
- 318698