Kyle J. Elliott

COMMERCIAL TRUST FINANCIAL SERVICES

FAYETTE, MO 65248

CRD#: 4059462

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Professional summary

Kyle Joseph Elliott is a registered financial advisor currently at COMMERCIAL TRUST FINANCIAL SERVICES located in Fayette, Missouri and LPL FINANCIAL LLC located in Fayette, Missouri.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Kyle has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Joseph Elliott'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

March 16, 2026 - Present

COMMERCIAL TRUST FINANCIAL SERVICES

Office #1: 119 N Main St, Fayette, MO 65248

RIA

CRD#: 337704

FAYETTE, MO

Current

August 10, 2009 - Present

LPL FINANCIAL LLC

Office #1: 119 N Main St, Fayette, MO 65248

RIA

CRD#: 6413

Fayette, MO

Past

June 5, 2019 - May 6, 2026

CONVERGENCE FINANCIAL

RIA

CRD#: 304146

Fayette, MO

Past

October 24, 2018 - November 26, 2019

GOOD LIFE ADVISORS, LLC

RIA

CRD#: 171898

Fayette, MO

Past

August 10, 2009 - March 22, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

COLUMBIA, MO

Past

May 29, 2001 - August 25, 2009

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

FAYETTE, MO

Past

December 7, 1999 - August 25, 2009

INVEST FINANCIAL CORPORATION

CRD#: 12984

FAYETTE, MO

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(8/6/2013)

California
(8/19/2015)

Colorado
(8/10/2009)

Florida
(8/10/2009)

Idaho
(7/3/2018)

Kansas
(9/17/2020)

Maine
(1/29/2026)

Missouri
(8/10/2009)

IAR

Missouri
(3/16/2026)

Oklahoma
(8/10/2009)

South Carolina
(5/23/2025)

South Dakota
(7/10/2018)

Texas
(10/7/2016)

Wisconsin
(11/4/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/27/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/13/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/1999

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

COMMERCIAL TRUST FINANCIAL SERVICES

COMMERCIAL TRUST FINANCIAL SERVICES | COMMERCIAL TRUST WEALTH MANAGEMENT, LLC

CRD#: 337704 / SEC#: 801-135471

RIA

Registered Investment Advisory firm - (3/4/2026 120-Day Approval)

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Contact information

Main Address

119 N Main St, Fayette, MO 65248

Mailing Address

Phone number

(660) 248-2223

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE- COMMERCIAL TRUST FINANCIAL SERVICES (2/1/2026)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Kyle J. Elliott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Joseph Elliott's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CONVERGENCE FINANCIAL

GOOD LIFE ADVISORS, LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 4/27/2001

Series 63

Date: 1/13/2000

SIE

Date: 10/1/2018

Series 7

Date: 12/1/1999

FINRA

Current Firm

COMMERCIAL TRUST FINANCIAL SERVICES

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

COMMERCIAL TRUST FINANCIAL SERVICES

TRUST BUT VERIFY

Contact information

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