Kyle HellerCRD 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 9 years of experience in the finance industry.
Allodium Investment Consultants, LLC
Windsor Financial Group LLC
Wells Fargo Clearing Services, LLC
|Securian Financial Services, Inc.||St Paul, MN||Dec 2008 - Current||9|
|Cri Securities, LLC||St Paul, MN||Dec 2008 - Current||9|
|North Star Consultants, Inc.||Minneapolis, MN||Dec 2008 - Current||9|
|Minnesota Life Insurance Company||St Paul, MN||Dec 2008 - Current||9|
|University Of Minnesota Twin Cities||Minneapolis, MN||Sep 2004 - Current||13|
|North Star Consultants, Inc.||Minneapolis, MN||May 2007 - Nov 2008||1|
|Securian Financial Services, Inc.||St Paul, MN||May 2007 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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