Kyle Lippold, financial advisor Dubuque IA
93 score

Kyle Lippold

CRD Number: 5627120
Current Firm: Global Portfolio Strategies, Inc.

Kyle Lippold (CRD# 5627120) is an Investment Advisor Representative working at Global Portfolio Strategies, Inc. in Dubuque, IA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Global Portfolio Strategies, Inc. Dubuque, IA Feb 2014 - Current 2
Prudential Dubuque, IA Dec 2008 - Current 8
Prudential Investment Management Services, LLC Dubuque, IA Dec 2008 - Current 8
Unemployed Dubuque, IA May 2008 - Dec 2008 < 1
Cottingham And Butler Dubuque, IA Jan 2008 - May 2008 < 1
Loras College Dubuque, IA Aug 2004 - Jan 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Kyle A. Lippold
Phone Number: 860-534-7790
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    3,090
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $8,026,875
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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