KF
KF

Kyle Flynn

10 Years of Experience
Owings Mills, MD
1 DisclosureBrokerSells Insurance

Kyle Flynn is a registered investment advisor at Cetera Investment Advisers LLC, based in Owings Mills, MD, with 10 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

10451 Mill Run Circle, Suite 400, Owings Mills, MD, 21117

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History

Regulatory History (1)
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Customer Dispute
March 2021
Settled
Other Business ActivitiesSells Insurance

Kyle is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance (minimal time). He is also an officer for Stop Alzheimer's Now (a few hours per week) and a consultant for Twin Oak Advisors, specializing in student loan issues for young physicians (nearly full-time).

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2016 - August 2023 · 7 yrs 6 mos
Securian Financial Services, INC.Broker
December 2015 - August 2023 · 7 yrs 8 mos
State Registrations16 states
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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.