Kyle EngelhardtCRD 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 6 years of experience in the finance industry.
Capital City Wealth Management, Inc.
Northwestern Mutual Investment Services,llc
Investment Centers Of America, Inc.
|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|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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.