Kyle Kinnamon
Kyle Kinnamon is a registered investment advisor at Kinnamon & Associates LTD II, based in Barrington, IL, with 7 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 130 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kinnamon & Associates, LTD. II charges a fixed fee for managing your investments, which is negotiated on a case-by-case basis. The fee ranges from 0.5% to 1.25% of the value of your portfolio. You'll be invoiced at the end of each quarter.
Location
217 N Northwest Hwy, Barrington, IL, 60010
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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 works full-time as a tax preparer and provides monthly business accounting through Kinnamon & Associates LTD since 2018. He also works full-time as an advisory representative and financial planner for Kinnamon & Associates LTD II since 2019, focusing on financial planning and asset management.
Employment History
Current Registrations
Kinnamon & Associates LTD II
Cetera Financial Specialists LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
State Registrations11 states
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