Kyle Otis (CRD# 7584545) is an Investment Advisor Representative working at Greenway Financial, LLC in Farmington Hills, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenway Financial, LLC | Farmington Hills, MI | Jul 2022 - Current | 1 |
| Greenway Financial, LLC | Farmington Hills, MI | Mar 2022 - Jun 2022 | < 1 |
| Canterra, LLC | Southfield, MI | Jun 2021 - Feb 2022 | < 1 |
| United Wholesale Mortgage | Pontiac, MI | Nov 2020 - May 2021 | < 1 |
| Noho Hospitaility | Detroit, MI | Jun 2019 - Oct 2020 | 1 |
| University Of Michigan | Ann Arbor, MI | Aug 2015 - May 2019 | 3 |
| Frankel Jewish Academy | West Bloomfield Township, MI | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- MI
-
Total Assets Under Management117MILLIONS
-
Total Number of Accounts441ACCOUNTS
-
Average Account Value$265,592
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI
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