Kyle Tripi (CRD# 7338295) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Frankfort, IL and has over 2 years of experience in the finance industry.
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cetera Advisors LLC | St Cloud, MN | Apr 2021 - Current | 3 |
| Nestlehut Financial Services, Inc. | Frankfort, IL | Mar 2021 - Current | 3 |
| Cetera Advisors | St Cloud, MN | Mar 2021 - Apr 2021 | < 1 |
| Na | Na, IL | Dec 2020 - Mar 2021 | < 1 |
| University Of Iowa | Iowa City, IA | Aug 2020 - Dec 2020 | < 1 |
| Moraine Valley Community College | Palos Hills, IL | May 2020 - Aug 2020 | < 1 |
| University Of Iowa | Iowa City, IL | Aug 2019 - May 2020 | < 1 |
| Lake Zurich Brewing Compnay | Lake Zurich, IL | May 2019 - Aug 2019 | < 1 |
| University Of Iowa | Iowa City, IA | Aug 2018 - May 2019 | < 1 |
| Leaf Capital Investments | Lemont, IL | May 2017 - Aug 2018 | 1 |
| South Oak Dodge Inc. | Matteson, IL | Aug 2016 - May 2017 | < 1 |
| Na | Na, IL | May 2016 - Aug 2016 | < 1 |
| Lincoln Way North | Frankfort, IL | Oct 2015 - May 2016 | < 1 |
| Jenny's Steak House | Mokena, IL | Jun 2014 - Oct 2015 | 1 |
| Na | Na, IL | Jun 1998 - Jun 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- IL
-
Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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