Kyle Engelhardt, financial advisor Bismarck ND
93 score

Kyle Engelhardt

CRD Number: 5359889
Current Firm: Edward Jones

Kyle Engelhardt (CRD# 5359889) is an Investment Advisor Representative working at Edward Jones in Bismarck, ND and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Aug 2015 - Current 1
Voya Investment Management Company, LLC New York, NY Oct 2014 - Jun 2015 < 1
Voya Investment Management Windsor, CT Jul 2014 - Jun 2015 < 1
Voya Investments Distributor, LLC Windsor, CT Jul 2014 - Jun 2015 < 1
Ing Financial Partners, Inc. Windsor, CT Jul 2013 - Jun 2014 < 1
Ing Windsor, CT Jul 2013 - Jun 2014 < 1
Unemployed East Longmeadow, CT May 2013 - Jul 2013 < 1
Td Ameritrade, Inc. Bellevue, NE Oct 2009 - May 2013 3
Pacific Life Omaha, NE Jul 2009 - Oct 2009 < 1
Pacific Select Distributors Newport Beach, CA Jul 2009 - Oct 2009 < 1
Hartford Woodbury, MN Jun 2008 - Jul 2009 1
Hartford Investment Financial Services, LLC Simsbury, CT Jun 2008 - Jul 2009 1
Olive Garden Fargo, ND Oct 2007 - May 2008 < 1
Northwestern Mutual Fargo, ND Apr 2007 - Sep 2007 < 1
North Dakota State University Fargo, ND Aug 2006 - Sep 2007 1
Loaf N' Jug Fargo, ND Oct 2006 - May 2007 < 1
Action Movers Bismarck, ND May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
S63 Uniform Securities State Law Examination Nov 2009
Contact Info for Kyle O. Engelhardt
Phone Number: 314-515-2000
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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
93
Clean Record
This advisor has a clean track record with regulators.

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