Kyle Kidwell, financial advisor Chandler AZ
90 score

Kyle Kidwell

CRD Number: 6120214
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kyle Kidwell (CRD# 6120214) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 4 years of experience in the finance industry.

Similar Advisors
Alexander Koury, CFP®, financial advisor Chandler AZ
Alexander G. Koury, CFP®
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
108
Similar Advisors
William Newman, financial advisor Chandler AZ
William B. Newman
CRD# 5730023
Newman's Financial Planning
Score
92
Similar Advisors
James Davis, CFP®, financial advisor Chandler AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
Company Name Location Dates Years
Bank Of America, N.a. Chandler, AZ May 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Mar 2014 - Current 2
Prudential Insurance Company Of America Phoenix, AZ Sep 2012 - Mar 2014 1
Pruco Securities, LLC Phoenix, AZ Sep 2012 - Mar 2014 1
Axis Advertising Tempe, AZ Jul 2012 - Sep 2012 < 1
Unemployed Normal, IL May 2012 - Jul 2012 < 1
Dbl Delivery (family Business) Bloomington, IL Nov 2010 - Jun 2012 1
Attending Illinoist State University Normal, IL Sep 2009 - May 2012 2
Mclean County Libertarian Party Bloomington, IL Mar 2009 - Oct 2010 1
Unemployed Bloomington, IL Apr 2009 - Sep 2009 < 1
United States Air Force Great Falls, MT Apr 2003 - Apr 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S66 NASAA Uniform Combined State Law Examination Jun 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kyle Kidwell
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Kyle Kidwell and other advisors.
BADGES
90

About Wealthminder

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.