Kyle O'connor, financial advisor Seattle WA
89 score

Kyle O'connor

CRD Number: 6259383
Current Firm: Kutscher Rhodes & Benner, Inc.

Kyle O'connor (CRD# 6259383) is an Investment Advisor Representative working at Kutscher Rhodes & Benner, Inc. in Seattle, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Kutscher Rhodes & Benner Seattle, WA May 2015 - Current 1
Lpl Financial LLC Bellevue, WA Jan 2014 - May 2015 1
Shc Financial Bellevue, WA Sep 2013 - May 2015 1
Sacramento Stingrays Sacramento, CA May 2013 - Aug 2013 < 1
Gonzaga University Spokane, WA Aug 2009 - May 2013 3
Signia Capital Management Spokane, WA Sep 2012 - Apr 2013 < 1
Greenhaven Cabana Club North Sacramento, CA May 2012 - Sep 2012 < 1
Sacramento Stingrays Sacramento, CA Apr 2008 - Jul 2012 4
Greenhaven Cabana Club North Sacramento, CA May 2010 - Sep 2011 1
Jesuit High School Carmichael, CA Aug 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Kyle D. O'connor
Phone Number: 206-462-6100
Registered State(s):
  • CA
  • NH
  • WA
By the Numbers
  • Total Assets Under Management
    279
    MILLIONS
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $1,432,903
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, MA, NH, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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