Kyle Wills (CRD# 6847250) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 6 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ieq Capital, LLC | Los Angeles, CA | Jan 2022 - Current | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2020 - Jan 2022 | 1 |
| Northwestern Mutual Investment Services LLC | Santa Monica, CA | Oct 2020 - Jan 2022 | 1 |
| Securian Financial Services, Inc. | St. Paul, MN | Oct 2017 - Sep 2020 | 2 |
| Cri Securities, LLC | St. Paul, MN | Oct 2017 - Sep 2020 | 2 |
| North Star Resource Group | San Diego, CA | Oct 2017 - Sep 2020 | 2 |
| Minnesota Life Insurance Company | St. Paul, MN | Oct 2017 - Sep 2020 | 2 |
| Cosmetic Laser Dermatology | San Diego, CA | Mar 2016 - Jan 2018 | 1 |
| North Star Resource Group | San Diego, CA | Sep 2017 - Oct 2017 | < 1 |
| University Of California Santa Barbara | Santa Barbara, CA | Sep 2013 - Sep 2017 | 4 |
| Santa Barbara Tennis Club | Santa Barbara, CA | Jun 2015 - Aug 2016 | 1 |
| Cosmetic Laser Dermatology | San Diego, CA | Mar 2016 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- CA
-
Total Assets Under Management23,584MILLIONS
-
Total Number of Accounts1,434ACCOUNTS
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Average Account Value$16,446,551
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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