Kyle Bross, financial advisor Muskegon MI

Kyle Bross

CRD Number: 7115447
Current Firm: Raymond James & Associates, Inc.

Kyle Bross (CRD# 7115447) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muskegon, MI and has over 3 years of experience in the finance industry.

Similar Advisors
Blaire Adamczak, financial advisor Muskegon MI
Blaire M. Adamczak
CRD# 6581230
Raymond James & Associates, Inc.
Similar Advisors
Bonnie Adamczak-Brown, financial advisor Muskegon MI
Bonnie K. Adamczak-Brown
CRD# 1505813
Raymond James & Associates, Inc.
Similar Advisors
Tracy Adams, financial advisor Muskegon MI
Tracy N. Adams
CRD# 4412486
Infinex Investments, Inc.
Company Name Location Dates Years
Raymond James & Associates, Inc. Grand Rapids, MI May 2019 - Current 3
Unemployed Nunica, MI Dec 2018 - Apr 2019 < 1
Motus Integrated Technologies Holland, MI May 2017 - Dec 2018 1
Hutchinson Antivibration Systems Grand Rapids, MI Apr 2017 - May 2017 < 1
Angstrom Aluminum Castings Grand Rapids, MI Feb 2013 - Feb 2017 4
Lacks Enterprises Grand Rapids, MI May 2009 - Jun 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Kyle J. Bross
Phone Number: 727-567-1000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    306,121
    MILLIONS
  • Total Number of Accounts
    950,978
    ACCOUNTS
  • Average Account Value
    $321,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.