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Kyle Otis

3 Years of Experience
Farmington Hills, MI

Kyle Otis is a registered investment advisor at Greenway Financial, LLC, based in Farmington Hills, MI, with 3 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 244 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$151.4M
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Location

31731 Northwestern Highway, Suite 156W, Farmington Hills, MI, 48334

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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.

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Employment History
Current Registrations
Greenway Financial, LLC
July 2022 - Present · 3 yrs 10 mos
State Registrations1 state
MI
Advisor

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 Otis - Financial Advisor | TrueAdvisor