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KH

Kyle A. Howell

BASE WEALTH MANAGEMENT
Lakewood Ranch, FL 34240
Some features on this profile are disabled
CRD#: 4901908
KH

Professional summary

Kyle Alan Howell is a registered financial advisor currently at BASE WEALTH MANAGEMENT located in Lakewood Ranch, Florida.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kyle has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
1) Various insurance carriers - Investment related - Land O' Lakes, FL - Sales of insurance products - Insurance Agent - 04/2019 - 15 - 15 - Providing fixed insurance solutions through various carriers (fixed annuities, fixed life insurance, long term care insurance and disability insurance). 2) Foundation Wealth Solutions, LLC - not investment related - Land O' Lakes, FL - Entity created for business tax purposes - Owner - 10/2015 - 0 - 0. 3) Outlaw Lake Estates Homeowners Association| Position/Title: Member, Board of Directors| Nature of Business: Nonprofit. Non Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Alan Howell'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 11, 2023 - Present

BASE WEALTH MANAGEMENT

Office #1: 7301 Merchant Court Suite A, Lakewood Ranch, FL 34240
RIA
CRD#: 321991
Lakewood Ranch, FL
Past

April 29, 2019 - July 8, 2023

CALTON & ASSOCIATES, INC.

RIA
CRD#: 20999
Land O Lakes, FL
Past

April 22, 2019 - July 8, 2023

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
TAMPA, FL
Past

November 2, 2018 - April 24, 2019

OSAIC WEALTH, INC.

RIA
CRD#: 23131
TAMPA, FL
Past

November 2, 2018 - April 24, 2019

OSAIC WEALTH, INC.

BD
CRD#: 23131
TAMPA, FL
Past

November 30, 2015 - November 2, 2018

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
TAMPA, FL
Past

October 16, 2015 - November 2, 2018

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
TAMPA, FL
Past

August 29, 2014 - October 15, 2015

PUREPATH WEALTH MANAGEMENT

RIA
CRD#: 168247
LAND O' LAKES, FL
Past

April 7, 2014 - December 31, 2014

CROWN CAPITAL SECURITIES, L.P.

RIA
CRD#: 6312
LAND O' LAKES, FL
Past

August 2, 2013 - October 2, 2015

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
LAND O' LAKES, FL
Past

December 20, 2011 - July 1, 2013

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA
CRD#: 108958
TAMPA, FL
Past

September 22, 2010 - July 1, 2013

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
TAMPA, FL

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".
BW
BASE WEALTH MANAGEMENT
BASE WEALTH MANAGEMENT | BASE WEALTH MANAGEMENT, LLC | BASE WEALTH MANAGEMENT LLC

CRD#: 321991 / SEC#: 801-126672

RIA
Registered Investment Advisory firm - (9/30/2022 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
Florida
(7/11/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/23/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/14/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/9/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/21/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BASE WEALTH MANAGEMENT
BASE WEALTH MANAGEMENT | BASE WEALTH MANAGEMENT, LLC | BASE WEALTH MANAGEMENT LLC

CRD#: 321991 / SEC#: 801-126672

RIA
Registered Investment Advisory firm - (9/30/2022 Approved)
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Contact information

Main Address
7301 Merchant Court Suite A, Lakewood Ranch, FL 34240
Mailing Address
Phone number
(941) 203-6040
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BASE WEALTH MANAGEMENT BROCHURE (2/21/2025)

Regulatory assets under management

Total Number of Accounts1,931
AUM (Assets Under Management)$ 269,917,000

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.

Company Information

BASE WEALTH MANAGEMENT

CRD#: 321991Lakewood Ranch, FL 34240

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