Kyle W. Satterlee

IAMS WEALTH MANAGEMENT

Commerce Township, MI

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CRD#: 2209128

Professional summary

Kyle Webster Satterlee is a registered financial advisor currently at IAMS WEALTH MANAGEMENT, LLC located in Commerce Township, Michigan.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Kyle has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MANAGING MEMBER OF COMPASS FINANCIAL GROUP, LLC. COMMERCE TOWNSHIP, MI. INVESTMENT RELATED. SALE OF VARIOUS INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES INCLUDING LIFE INSURANCE, ANNUTIES AND LONG TERM CARE. WE WILL BE MARKETING RETIREMENT PLANS TO PROFESSIONALS AND SMALL BUSINESS. 120 HOURS PER MONTH, 80 OF WHICH ARE DURING SECURITIES TRADING HOURS. COMPASS FINANCIAL GROUP, LLC WAS FORMED MAY 11TH, 2007. WE CURRENTLY OPERATE OUT OF OUR OWN SEPERATE OFFICES. COMPASS INSURANCE & FINANCIAL SERVICES, INC. AGENCY; PART OWNER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Webster Satterlee's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 15, 2025 - Present

IAMS WEALTH MANAGEMENT, LLC

RIA

CRD#: 286085

Commerce Township, MI

Past

June 1, 2010 - December 31, 2015

SPC

RIA

CRD#: 110692

COMMERCE TOWNSHIP, MI

Past

October 2, 2007 - December 31, 2015

SIGMA FINANCIAL CORPORATION

CRD#: 14303

COMMERCE TOWNSHIP, MI

Past

March 21, 2002 - October 4, 2007

EQUITY SERVICES, INC.

CRD#: 265

COMMERCE TWP, MI

Past

November 3, 1995 - February 21, 2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

November 3, 1995 - February 21, 2002

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

February 7, 1992 - November 21, 1995

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(7/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/11/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/5/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

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Contact information

Main Address

18881 West Dodge Road Suite 180e, Omaha, NE 68022

Mailing Address

Phone number

(888) 255-7670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IAMS WEALTH MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (10/6/2025)

Regulatory assets under management

Total Number of Accounts	2,104
AUM (Assets Under Management)	$ 343,012,390

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kyle W. Satterlee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Webster Satterlee's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPC

SIGMA FINANCIAL CORPORATION

EQUITY SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

IAMS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2025

Series 63

Date: 2/11/1992

SIE

Date: 12/31/2015

Series 6

Date: 2/5/1992

Current Firm

IAMS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IAMS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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