Kyle Kay is a CFP-designated registered investment advisor, based in Ann Arbor, MI, with 7 years of industry experience.
Location
300 Parkland Plaza, Ann Arbor, MI, 48103
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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 a principal partner at Sterling Wealth Management, LLC, focusing on insurance sales and services, dedicating nearly full-time hours. He is also a principal partner at Assurity Retirement Solutions, LLC, involved in insurance sales and services, spending minimal time on this activity, and receives renewal revenue from UHC as a principal agent at LCM Strategies, LLC.
Employment History
Current Registrations
Parkland Securities, LLCBroker
Parkland Securities, LLC
Spc
Previous Registrations
Ae Wealth Management, LLC
State Registrations2 states
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