Kyle Schwery
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCApr 2026 to now
- Hough & Zaccone Investment ManagementApr 2026 to now
- Community 1st Credit UnionDec 2024 to Apr 2026
- Town and Country Credit UnionSep 2022 to Dec 2024
- Shelby County State BankJul 2020 to Sep 2022
- UnemployedApr 2020 to Jul 2020
- Conductix WamplferJan 2020 to Apr 2020
- Sam's ClubSep 2019 to Jan 2020
- MenardsDec 2018 to Jun 2019
- UnemployedJun 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8261945
- Firm CRD
- 6413