Kyle Heller, financial advisor Bayport MN
93 score

Kyle Heller

CRD Number: 5357397
Current Firm: Securian Financial Services, Inc.

Kyle Heller (CRD# 5357397) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Bayport, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Services, Inc. St Paul, MN Dec 2008 - Current 8
Cri Securities, LLC St Paul, MN Dec 2008 - Current 8
North Star Consultants, Inc. Minneapolis, MN Dec 2008 - Current 8
Minnesota Life Insurance Company St Paul, MN Dec 2008 - Current 8
University Of Minnesota Twin Cities Minneapolis, MN Sep 2004 - Current 12
North Star Consultants, Inc. Minneapolis, MN May 2007 - Nov 2008 1
Securian Financial Services, Inc. St Paul, MN May 2007 - Nov 2008 1
Us Army National Guard Stillwater, MN Dec 2005 - Jan 2008 2
Childrens Hospital St. Paul, MN Apr 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Kyle L. Heller
Phone Number: 651-665-5609
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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