KE
KE

Kyle Ellingson

35 Years of Experience
West Des Moines, IA
BrokerSells Insurance

Kyle Ellingson is a registered investment advisor, based in West Des Moines, IA, with 35 years of industry experience.

Location

545 5th St., West Des Moines, IA, 50265

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kyle is an advisory representative of a registered investment advisor (RIA). He is also an independent insurance agent for various independent insurance companies, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2018 - Present · 7 yrs 7 mos
Cambridge Investment Research, INC.Broker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Investment Advisors CORP
February 2006 - October 2018 · 12 yrs 8 mos
Broker Dealer Financial Services CORP.Broker
January 2001 - October 2018 · 17 yrs 9 mos
Walnut Street Securities, INC.Broker
September 1990 - December 2000 · 10 yrs 3 mos
State Registrations11 states
AZCACOFLIAILINMNMONCNE
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kyle Ellingson - Financial Advisor | TrueAdvisor