KT
KT

Kyle Wayne Tetreault

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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Location

Debray, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kyle is an owner at Longevity Financial, selling life insurance and annuities, dedicating minimal time to this role. He also serves as an Executive National Sales Director at Valuteachers, focusing on marketing, sales, recruiting, training, and team management of life insurance and annuity products, taking about a quarter of his time. Finally, Kyle is an Investment Advisor Representative (IAR) at Asset Allocation Strategies, LLC, spending about 10-20% of his time soliciting, servicing, and actively managing advisory accounts/clients.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
November 2021 - Present · 4 yrs 3 mos
Glp Investment Services, LLCBroker
July 2021 - Present · 4 yrs 7 mos
Glp Investment Services, LLC
July 2021 - Present · 4 yrs 7 mos
State Registrations6 states
ALFLGAKYMENC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.