KL
KL

Kyle Leikam

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,930 clients
Average Client Portfolio
$169K average
Assets Under Management
$326.6M

Fee Structure

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Location

400 Sterling Drive, Orchard Park, NY, 14127

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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.

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Other Business Activities

Kyle operates his LPL business through Silver Grove Financial Group Inc. and Prosperity Capital Wealth Management, LLC, and provides investment advisory services through Silver Grove Advisory Services, dedicating full-time hours to these activities.

Employment History
Current Registrations
Silver Grove Advisory Services
July 2023 - Present · 2 yrs 7 mos
LPL Financial LLCBroker
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2019 - July 2023 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2019 - July 2023 · 4 yrs 1 mo
LPL Financial LLC
November 2016 - June 2019 · 2 yrs 7 mos
LPL Financial LLCBroker
October 2016 - June 2019 · 2 yrs 8 mos
Invest Financial Corporation
July 2012 - November 2016 · 4 yrs 4 mos
Invest Financial CorporationBroker
July 2012 - November 2016 · 4 yrs 4 mos
AXA Advisors, LLC
January 2011 - July 2012 · 1 yr 6 mos
AXA Advisors, LLCBroker
December 2010 - July 2012 · 1 yr 7 mos
State Registrations4 states
FLNYSCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kyle Leikam - Financial Advisor | TrueAdvisor