Kyle BormannCRD Number: 6066679
Current Firm: Lawing Financial Inc.
Kyle Bormann (CRD# 6066679) is an Investment Advisor Representative working at Lawing Financial Inc. in Cedar Rapids, IA and has over 5 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Cambridge Investment Research Inc.||Fairfield, IA||Sep 2014 - Current||3|
|Mutual Of Omaha Investor Services, Inc.||Omaha, NE||May 2012 - Aug 2014||2|
|Mutual Of Omaha||Iowa City, IA||Nov 2011 - Aug 2014||2|
|Knights Of Columbus||Preston, IA||Dec 2010 - Dec 2011||1|
|Enterprise Rent-a-car||Cedar Rapids, IA||Jul 2009 - Dec 2010||1|
|Student||Iowa City, IA||Aug 2004 - May 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management2,572MILLIONS
Total Number of Accounts2,075ACCOUNTS
Average Account Value$1,239,297
- 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 pooled investment vehicles (other than investment companies)
- 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
AR, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, MI, MN, MO, NE, OH, OK, TN, TX, VA, WI
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