Kyle Glenn is a CFP-designated registered investment advisor, based in Kokomo, IN, with 3 years of industry experience.
Location
2704 S Goyer Rd, Kokomo, IN, 46902
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 →Other Business Activities
Kyle works as a registered assistant at Glenn Financial, providing administrative support and dedicating about a quarter of his time. He is also associated with Creative Financial Designs.
Employment History
Current Registrations
Cfd Investments, INC.Broker
March 2023 - Present · 3 yrs 4 mos
Creative Financial Designs, INC.
February 2023 - Present · 3 yrs 5 mos
State Registrations10 states
COKYMINCNYOHPASCVAWI
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.