Kyle Campbell-Breidenfield
Kyle Campbell-Breidenfield is a registered investment advisor at Osaic Wealth, INC., based in Grand Rapids, MI, with 13 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3333 Deposit Drive NE, Suite 220, Grand Rapids, MI, 49546
Get directionsHistory
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 Activities
Kyle works as an assistant at Global Financial Services Group d/b/a Stonebridge Financial, assisting in investment research and proposals, dedicating about a quarter of his time. Kyle also runs a solo proprietorship as a musician, writing and recording songs, which takes minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Stonebridge Financial Group
Previous Registrations
Triad Advisors LLCBroker
Advisory Alpha, LLC
State Registrations2 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.