Kyle Bonfield is a registered investment advisor, based in Wheaton, IL, with 7 years of industry experience.
Location
1745 S Naperville Rd, Suite 101, Wheaton, IL, 60189
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Kyle is a financial advisor for Foundation Wealth Strategies LLC, a support company/DBA, since August 2023. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Edward Jones
November 2018 - August 2023 · 4 yrs 9 mos
Edward JonesBroker
November 2018 - August 2023 · 4 yrs 9 mos
State Registrations18 states
AZCAFLGAIAILINLAMIMNMSNCSCSDTNTXVAWI
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.