Kyle Faszholz, financial advisor Addison TX
96 score

Kyle Faszholz

CRD Number: 5536162
Current Firm: Envestnet | Pmc

Kyle Faszholz (CRD# 5536162) is an Investment Advisor Representative working at Envestnet | Pmc in Addison, TX and has over 8 years of experience in the finance industry. Kyle Faszholz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Envestnet Asset Management Addison, TX Apr 2014 - Current 2
Summa Wealth Management, LLC Austin, TX Jun 2013 - Current 3
Ubs Financial Services Inc. Austin, TX Aug 2009 - Jun 2013 3
Cambridge Legacy Securities Dallas, TX Jun 2009 - Aug 2009 < 1
Morgan Stanley & Co Inc. Austin, TX May 2008 - Jun 2009 1
Wells Fargo Bank Grapevine, TX Aug 2007 - Apr 2008 < 1
Animal Care Technologies Denton, TX Feb 2006 - Jul 2007 1
University Of North Texas Denton, TX May 2006 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Kyle W. Faszholz
Phone Number: 312-827-2800
Firm Website: http://www.investpmc.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    82,196
    MILLIONS
  • Total Number of Accounts
    428,616
    ACCOUNTS
  • Average Account Value
    $191,771
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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