Kyle Aschliman
Kyle Aschliman is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fort Wayne, IN, with 19 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2720 Dupont Commerce Ct, Ste 100, Fort Wayne, IN, 46825
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Regulatory History
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 a licensed insurance agent appointed with various insurance companies and offers fixed insurance products through Sigma Financial Corp and SPC, spending nearly full-time hours on this. He also manages Kyle Aschliman LLC for tax planning purposes, dedicating minimal time to it.
Employment History
Current Registrations
Cetera Advisors LLC
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Spc
Sigma Financial CorporationBroker
Sii Investments, INC.
Sii Investments, INC.Broker
The Leaders Group, INC.Broker
Ing Financial Partners, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 states
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.