Kyle Mahoney (CRD# 5894612) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Rapids, IA and has over 12 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Cedar Rapids, IA | Jul 2021 - Current | 2 |
| M & E Resources Group | Davenport, IA | Jan 2018 - Jul 2021 | 3 |
| Mahoney Properties LLC | Solon, IA | Feb 2017 - Jul 2021 | 4 |
| Mahoney Properties | Solon, IA | Feb 2017 - Jul 2021 | 4 |
| Mahoney Family LLC | Solon, IA | Jun 2016 - Jul 2021 | 5 |
| Waddell And Reed, Inc. | Solon, IA | Mar 2011 - Jul 2021 | 10 |
| Various Insurance Carriers For W & R Insurance Agencies | Solon, IA | Mar 2011 - Jul 2021 | 10 |
| Mahoney Insurance | Solon, IA | Nov 2006 - Jul 2021 | 14 |
| Kyle Mahoney | Solon, IA | Aug 2014 - Feb 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- IA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- 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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