Kyle Hosch (CRD# 6781474) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 4 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Brinker Capital Securities, LLC | Berwyn, PA | Jul 2023 - Current | < 1 |
Orion Portfolio Solutions, LLC | Omaha, NE | Jul 2023 - Current | < 1 |
Triton Pacific Securities | Irvine, CA | Dec 2022 - Jul 2023 | < 1 |
Cnl Securities Corporation | Orlando, FL | Dec 2019 - Nov 2022 | 2 |
Seminole Facilities Maintenance | Oviedo, FL | Oct 2019 - Nov 2019 | < 1 |
Jasper Contractors | Lake Mary, FL | Feb 2019 - Oct 2019 | < 1 |
Pressure Free Services, LLC | Oviedo, FL | Jan 2015 - Aug 2019 | 4 |
International Assets Advisory, LLC | Orlando, FL | Apr 2017 - Oct 2018 | 1 |
Eagle Creek Golf Club | Lake Nona, FL | Nov 2016 - Apr 2017 | < 1 |
Western And Southern Life | Maitland, FL | Jun 2016 - Oct 2016 | < 1 |
University Of Central Florida | Orlando, FL | Jun 2014 - May 2016 | 1 |
Butler & Hosch | Dallas, TX | Jun 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
S63 | Uniform Securities State Law Examination | Dec 2019 |
- NE
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Total Assets Under Management53,844MILLIONS
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Total Number of Accounts299,169ACCOUNTS
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Average Account Value$179,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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