Kyle W. Satterlee
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kyle Webster Satterlee was a registered financial professional .
Kyle is a previously registered financial professional and started their career in finance in 1992. Kyle had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 15, 2025 - July 23, 2026
IAMS WEALTH MANAGEMENT, LLC
June 1, 2010 - December 31, 2015
SPC
October 2, 2007 - December 31, 2015
SIGMA FINANCIAL CORPORATION
March 21, 2002 - October 4, 2007
EQUITY SERVICES, INC.
November 3, 1995 - February 21, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
November 3, 1995 - February 21, 2002
OSAIC FA, INC.
February 7, 1992 - November 21, 1995
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
IAMS WEALTH MANAGEMENT, LLC
CRD#: 286085 / SEC#: 801-108875
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
IAMS WEALTH MANAGEMENT, LLC
CRD#: 286085 / SEC#: 801-108875
Contact information
SEC notice filing (37 States and Territories)
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.
