Kyle Kummer (CRD# 5548094) is an Investment Advisor Representative working at Gwn Securities Inc. in Plainville, CT and has over 14 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gwn Securities, Inc. | Palm Beach Gardens, FL | Dec 2021 - Current | 2 |
Mass Mutual Life Insurance Company | Hartford, CT | Nov 2011 - Dec 2021 | 10 |
Mml Investors Services | Hartford, CT | Jan 2012 - Nov 2021 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2010 |
S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- CT
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Total Assets Under Management3,080MILLIONS
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Total Number of Accounts62,656ACCOUNTS
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Average Account Value$49,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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