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CFP
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CFP

Kyle Bigler

LPL Financial LLC
26 Years of Experience
Draper, UT
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Kyle Bigler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Draper, UT, with 26 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11931 S 700 E, Draper, UT, 84020

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2011
Settled
Customer Dispute
April 2011
Settled
Customer Dispute
November 2010
Settled
Customer Dispute
June 2010
Settled
Customer Dispute
October 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kyle operates CORE Financial Inc as a DBA for his LPL business, dedicating full-time hours to this investment-related activity. He also works with Allegis Advisors selling non-variable insurance, spending about 10% of his time on this investment-related role.

Employment History
Current Registrations
LPL Financial LLC
November 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securities America, INC.Broker
November 2020 - November 2023 · 3 yrs
Securities America Advisors, INC.
November 2020 - November 2023 · 3 yrs
Kms Financial Services, INC
January 2016 - November 2020 · 4 yrs 10 mos
Kms Financial Services, INC.Broker
January 2016 - November 2020 · 4 yrs 10 mos
MML Investors Services, LLC
August 2015 - December 2015 · 4 mos
MML Investors Services, LLCBroker
July 2015 - December 2015 · 5 mos
Signator Financial Services, INC.
November 2010 - July 2015 · 4 yrs 8 mos
Signator Financial Services, INC.Broker
October 2010 - July 2015 · 4 yrs 9 mos
Insphere Securities, INC.
September 2007 - November 2010 · 3 yrs 2 mos
Insphere Securities, INC.Broker
July 2007 - November 2010 · 3 yrs 4 mos
Allegis Advisors, INC.
July 2005 - September 2007 · 2 yrs 2 mos
Esi Financial Advisors
December 2003 - June 2005 · 1 yr 6 mos
Equity Services, INC.Broker
September 2003 - August 2007 · 3 yrs 11 mos
Mony Securities Corporation
November 2002 - August 2003 · 9 mos
Trusted Securities Advisors CORP.Broker
July 2001 - April 2002 · 9 mos
Mony Securities CorporationBroker
January 2000 - August 2003 · 3 yrs 7 mos
State Registrations8 states
AZCAIDKSNVTXUTWA
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.
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