Kyle Marsh (CRD# 7604312) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hopkins, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Saint Paul, MN | Jul 2022 - Current | 1 |
| P.f. Chang's China Bistro | Maple Grove, MN | May 2022 - Jul 2022 | < 1 |
| University Of Wisconsin Lacrosse | Wisconsin, MO | Aug 2018 - May 2022 | 3 |
| Mccoy's Public House | St. Louis Park, MN | Mar 2018 - Mar 2022 | 4 |
| University Of Wisconsin La Crosse | Wisconsin, MO | Nov 2020 - Jan 2021 | < 1 |
| Convention Grill | Minneapolis, MN | Sep 2017 - Mar 2018 | < 1 |
| Unemployed | Minneapolis, MN | Jan 2000 - Sep 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- MN
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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