Kyle FaszholzCRD 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 9 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.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Envestnet Asset Management||Addison, TX||Apr 2014 - Current||3|
|Summa Wealth Management, LLC||Austin, TX||Jun 2013 - Current||4|
|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|
Total Assets Under Management82,196MILLIONS
Total Number of Accounts428,616ACCOUNTS
Average Account Value$191,771
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.