KW
KW

Kyle Wenski

21 Years of Experience
Leawood, KS
Broker

Kyle Wenski is a registered investment advisor at Raymond James & Associates, INC., based in Leawood, KS, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

11551 Ash Street, Suite 250, Leawood, KS, 66211

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Kyle works as a consultant for Snakt, Inc, a video platform, dedicating minimal time. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Raymond James & Associates, INC.
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
December 2015 - September 2020 · 4 yrs 9 mos
Stifel, Nicolaus & Company, Incorporated
December 2015 - September 2020 · 4 yrs 9 mos
Barclays Capital INC.
March 2009 - December 2015 · 6 yrs 9 mos
Barclays Capital INC.Broker
September 2008 - December 2015 · 7 yrs 3 mos
Lehman Brothers INC.
August 2007 - October 2008 · 1 yr 2 mos
Lehman Brothers INC.Broker
August 2007 - September 2008 · 1 yr 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
September 2006 - August 2007 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - August 2007 · 11 mos
Merrill Lynch Investment Managers LP
February 2005 - September 2006 · 1 yr 7 mos
Fam Distributors, INC.Broker
November 2004 - September 2006 · 1 yr 10 mos
State Registrations24 states
AKAZCACOCTDCDEFLGAILKSKYMAMDMIMONCNJNVNYPASCTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.