Kyle Whisenhunt, financial advisor San Diego CA

Kyle Whisenhunt

CRD Number: 6249365
Current Firm: Sagepoint Financial, Inc.

Kyle Whisenhunt (CRD# 6249365) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in San Diego, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
San Diego Wealth Management San Diego, CA Jan 2020 - Current 2
Sagepoint Financial, Inc. San Diego, CA Jul 2016 - Current 5
Wolters, Hagar, & Pratt Financial Planning, Inc. San Diego, CA Sep 2013 - Dec 2019 6
Us Bank El Cajon, CA Dec 2011 - Jun 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Kyle P. Whisenhunt
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    12,456
    MILLIONS
  • Total Number of Accounts
    53,729
    ACCOUNTS
  • Average Account Value
    $231,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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