Kyle Kelley is a registered investment advisor, based in Grand Rapids, MI, with 10 years of industry experience.
Location
168 Louis Campau Promenade NW,, Suite 500, Grand Rapids, MI, 49503
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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 ActivitiesSells Insurance
Kyle is involved with Strategic Stewardship Partners as a life insurance agent, dedicating minimal time. He also works with Family Capital Management and Paul Damon and Associates selling insurance annuities, spending minimal time with the former and nearly full-time hours with the latter.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Family Capital Management
Previous Registrations
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
State Registrations13 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.