KT
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Kyle Tomaich

14 Years of Experience
Duluth, MN
Broker

Kyle Tomaich is a registered investment advisor at Wells Fargo Advisors, based in Duluth, MN, with 14 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

325 S Lake Ave, Ste 707, Duluth, MN, 55802

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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 is an assistant softball coach for Duluth East Softball, starting in 2025. This activity is not investment-related and takes about a quarter of his time.

Employment History
Current Registrations
Wells Fargo Advisors
January 2014 - Present · 12 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2011 - Present · 15 yrs
State Registrations6 states
FLKSMIMNMOWI
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.