Kyle Bormann, financial advisor Cedar Rapids IA
90 score

Kyle Bormann

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Sep 2014 - Current 2
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
Contact Info for Kyle R. Bormann
Phone Number: 913-491-6226
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    2,572
    MILLIONS
  • Total Number of Accounts
    2,075
    ACCOUNTS
  • Average Account Value
    $1,239,297
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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