Kyle Lepley (CRD# 7492590) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Mansfield, OH and has 1 year of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modern Woodmen Of America | Rock Island, IL | Jan 2022 - Current | 2 |
| Mwa Financial Services Inc. | Rock Island, IL | Jan 2022 - Current | 2 |
| Ohio State University | Columbus, OH | Jul 2018 - May 2022 | 3 |
| Aerotek | Dublin, OH | May 2021 - Aug 2021 | < 1 |
| United States Coast Guard | Detroit, MI | Jul 2014 - Jul 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- OH
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts1,432ACCOUNTS
-
Average Account Value$150,903
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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