Kyle Klatt
Investment adviser representative at Calton & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
17 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Calton & Associates, Inc.Aug 2026 to now
- Massmutual Life Insurance Co.May 2026 to Aug 2026
- MML Investors Services LLCMay 2026 to Aug 2026
- Guided Financial Advisors/kcd Financial IncMar 2026 to Apr 2026
- UnemployedNov 2025 to Mar 2026
- Osaic Wealth Inc.May 2025 to Nov 2025
- Redhawk Wealth Advisors, Inc.Aug 2024 to Mar 2025
- Redhawk Wealth Advisors Inc.Mar 2024 to May 2024
- Securities America Advisors IncOct 2023 to Mar 2024
- Securities America, IncOct 2023 to Mar 2024
- Mti Financial AdvisorsSep 2023 to Mar 2024
- Thrivent FinancialFeb 2023 to Aug 2023
- Thrivent Investment Management Inc.Jan 2023 to Aug 2023
- StudentOct 2022 to Aug 2023
- Klatt Insurance LLCJan 2021 to Feb 2023
- Pylon Ventures LLCJan 2021 to Jan 2023
- Platinum Supplemental InsuranceOct 2020 to Feb 2021
- Michaud DistributingJun 2020 to Sep 2020
- StudentAug 2018 to Mar 2020
- Swiftwater AdventuresMay 2015 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Calton & Associates, Inc.
$1.6BAssets managed
5,283Clients
134Advisers
17 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
- 7663965
- Firm CRD
- 20999