Kyle ImholteCRD Number: 5448950
Current Firm: 1st Global Advisors Inc.
Kyle Imholte (CRD# 5448950) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Detroit Lakes, MN and has over 8 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Northwestern Mutual Investment Services,llc
Dougherty & Company LLC
|1st Global Capital Corp||Detroit Lakes, MN||Mar 2008 - Current||8|
|1st Global Advisors, Inc.||Detroit Lakes, MN||Mar 2008 - Current||8|
|Imholte & Dahl, Pa||Fargo, ND||Oct 2006 - Current||10|
|Minnesota Toyz Inc.||Minneapolis, MN||Jan 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV