KK
KK

Kyle Kahl

1 Year of Experience
Fond Du Lac, WI
Broker

Kyle Kahl is a registered investment advisor at LPL Financial LLC, based in Fond Du Lac, WI, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

17 N Pioneer Rd, Fond Du Lac, WI, 54935

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 Activities

Kyle operates Empeople Investment & Retirement Services as a DBA for his LPL business. He also owns Hawking Capital LLC for tax/investment purposes, dedicating about a quarter of his time, and Cass & Kyle Properties LLC for real estate rental, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
November 2024 - Present · 1 yr 6 mos
LPL Financial LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - August 2024 · 2 mos
State Registrations9 states
CAFLIAILKSMEMNTXWI
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.