Kyle Bakas
Investment adviser representative at Arnold and Mote Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$168.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Arnold and Mote Wealth ManagementApr 2025 to now
- Coe CollegeAug 2019 to now
- Billings United Soccer ClubAug 2017 to Jul 2019
- Lake Superior CollegeAug 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Arnold and Mote Wealth Management
Legal name: Arnold Financial Planning LLC
$168.2MAssets managed
133Clients
4Advisers
4 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
- 8124908
- Firm CRD
- 283698