KB
CFA
KB
CFA
Kyle Bach is a CFA-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 5 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
3200 Olympus Blvd, Suite 100, Dallas, TX, 75019
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Advisors LLC
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLC
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Cetera Financial Specialists LLCBroker
August 2024 - October 2025 · 1 yr 2 mos
Cetera Investment Services LLCBroker
August 2024 - October 2025 · 1 yr 2 mos
Avantax Investment Services, INC.Broker
March 2022 - September 2025 · 3 yrs 6 mos
Avantax Advisory Services
March 2022 - September 2025 · 3 yrs 6 mos
J.P. Morgan Securities LLC
November 2021 - February 2022 · 3 mos
J.P. Morgan Securities LLCBroker
November 2021 - February 2022 · 3 mos
Avantax Advisory Services
September 2020 - September 2021 · 1 yr
Avantax Investment Services, INC.Broker
July 2020 - September 2021 · 1 yr 2 mos
State Registrations1 state
TX
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.