KS
KS

Kyle Standafer

5 Years of Experience
San Diego, CA
BrokerSells Insurance

Kyle Standafer is a registered investment advisor, based in San Diego, CA, with 5 years of industry experience.

Location

Ten Governor, 5075 Shoreham Pl, Suite 260, San Diego, CA, 92122

Get directions

History

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 ActivitiesSells Insurance

Kyle sells fixed insurance products (excluding annuities) and group/employee benefits outside of Securian Financial and MN Life Insurance Co, dedicating a few hours per week. Kyle also owns JWK Exotics, providing private photoshoots of cars and managing a social media account, and works as a financial professional for North Star Resource Group for minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
January 2021 - August 2023 · 2 yrs 7 mos
Cri Securities, LLC
January 2021 - October 2021 · 9 mos
Securian Financial Services, INC.Broker
December 2020 - August 2023 · 2 yrs 8 mos
Cri Securities, LLCBroker
December 2020 - October 2021 · 10 mos
State Registrations12 states
ARAZCAFLNJNVNYPASCTXVAWA
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.
Kyle Standafer - Financial Advisor | TrueAdvisor