Kyle Kvalheim, financial advisor Atlanta GA
90 score

Kyle Kvalheim

CRD Number: 6374100
Current Firm: Kv Financial Planning

Kyle Kvalheim (CRD# 6374100) is an Investment Advisor Representative working at Kv Financial Planning in Atlanta, GA and has 1 year of experience in the finance industry. Kyle Kvalheim 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
Kv Financial Planning LLC Atlanta, GA Jun 2016 - Current < 1
Bt Wealth Management, LLC Atlanta, GA Jul 2014 - May 2016 1
Homrich Berg Atlanta, GA May 2008 - Jul 2014 6
Ars Usvi St. Thomas, VI Sep 2007 - Apr 2008 < 1
Georgia Institute Of Technology Atlanta, GA Aug 2003 - Aug 2007 4

Kyle Kvalheim has no recent exams reported.
Contact Info for Kyle Kvalheim
Phone Number: (404) 955-8242
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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