Kyle John Heuchert
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCSep 2026 to now
- Morgan StanleyApr 2025 to Aug 2026
- Porter and Guide Wealth ManagementMar 2022 to Apr 2025
- Marsh Mclennan AgencyJun 2021 to Mar 2022
- Temple UniversityAug 2017 to May 2021
- Yum Yum Bake ShopsJan 2015 to May 2018
- Souderton Area High SchoolSep 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7528203
- Firm CRD
- 6413