Kyle Wright, based in Overland Park, KS, is an Investment Advisor with 8 years of experience. Kyle is registered with Creative Planning, which provides investment advisory services for 36,355 clients.
After checking the registration records of Kyle Wright, our system has identified the following question(s) to ask. Learn more.
Why did you choose to practice as an Investment Advisor?
Why ask? There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor). Financial professionals who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.
Our system found no other registration questions to ask. Checks take place monthly.
After checking the regulatory records of Kyle Wright, our system found no regulatory questions to ask. Checks take place monthly.
Next Step: Don’t forget! View the Creative Planning profile(s) for more questions to ask.
Kyle Wright is a Investment Advisor registered with Creative Planning. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor).
Financial advisors who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.
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|FINRA Active||Previously (View Finra BrokerCheck CRD#5861805)|
|SEC Active||Yes (View SEC IAPD CRD#5861805)|
|Office Address||5454 W 110th St, Overland Park, KS 66211|
Financial professional has not provided a personal bio.
|% Assets||Ask Advisor|
Financial professional has not provided their certifications (e.g., CFP, CFA).
Form U4 filings contain a list of valuable disclosures that are relevant for Americans. Based on the most recent filing of Kyle Wright, investor.com identified the following regulatory disclosures.
|Total Years Registered||8 years|
|Total Registered Employers||4|
Creative Planning, registered in 1983, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 382 advisors. Creative Planning manages $49.4 billion and provides investment advisory services for 36,355 clients (1:96 advisor/client ratio).
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Kyle has been registered as a Investment Advisor for 8 years. Some professionals may maintain active licenses while performing in other business capacities for a financial advisory firm. Please refer to the firm’s website or other public disclosures.
A financial advisor may provide a variety of financial planning services for Americans. The primary goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services may include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
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This automated report was generated using SEC and FINRA data and was last updated on August 8th, 2020*. For data support, email "firstname.lastname@example.org". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.