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Kelly Kyler

14 Years of Experience
Greenwood Vlg, CO
BrokerSells Insurance

Kelly Kyler is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Greenwood Vlg, CO, with 14 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

5299 Dtc Blvd Ste 630, Greenwood Vlg, CO, 80111

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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 ActivitiesSells Insurance

Kelly may earn commissions from insurance companies for sales of various insurance products, including life, health, Medicare, annuity, disability, and long-term care. Kelly also serves as Treasurer for Serenity Seekers AFG, a non-profit organization, dedicating minimal time to tracking donations, paying bills, and reporting.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
August 2011 - Present · 14 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
The Leaders Group, INC.Broker
August 2025 - August 2025 · 0 mos
State Registrations2 states
CACO
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.