Kyle Swan (CRD# 6322475) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Hopkins, MN and has over 9 years of experience in the finance industry. Kyle Swan 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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Of Omaha Investor Services | Bloomington, MN | Apr 2014 - Current | 10 |
| Mutual Of Omaha | Bloomington, MN | Feb 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
| S63 | Uniform Securities State Law Examination | May 2014 |
- MN
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Total Assets Under Management15MILLIONS
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Total Number of Accounts74ACCOUNTS
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Average Account Value$209,436
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