Kyle H. Attarian
PLANCORP
Franklin, TN
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CRD#: 4979901
Professional summary
Kyle Howard Attarian, AIF®, CFA, CFP® is a registered financial advisor currently at PLANCORP, LLC located in Franklin, Tennessee.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kyle has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Core Areas of Focus
Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issues
Charitable Giving
College/Education Planning
Corporate Executives
Biography
Kyle has a passion for giving back and community involvement. As a former board member of Nurses for Newborns and current member of Mid South Therapy Dogs & Friends, Kyle devotes much of his free time to supporting both organizations’ missions. He also enjoys traveling, sports, exercise, anything outdoors and spending time with his wife and young daughters.
Question & Answer
What are your service offerings?
Small Business Planning
Retirement Planning
Estate Planning
Socially Responsible Investing
Comprehensive Financial Planni...
Debt Management
Retirement Income Management
Life Transitions
Insurance Planning
Health Care
Long-term Care
Education Planning
Inheritance
Budgeting
Divorce Planning
Elder Care
Investment Planning
Social Security Planning
Tax Planning
Business Succession Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
500K
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Howard Attarian's 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®
CFP®
Start date: 2009
Experience
Current
November 18, 2009 - Present
PLANCORP, LLC
RIA
CRD#: 106599
Franklin, TN
Past
August 28, 2006 - August 24, 2009
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
MEMPHIS, TN
Past
February 1, 2006 - August 24, 2009
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
MEMPHIS, TN
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".
PLANCORP, LLC
PLANCORP HOLDINGS, INC. | PLANCORP®, INC. | PLANCORP, LLC | PLANCORP, INC. | PLANCORP WEALTH MANAGEMENT | PLANCORP INC
CRD#: 106599 / SEC#: 801-20398
RIA
Registered Investment Advisory firm - (1/14/1984 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
Louisiana(4/13/2017)
IAR
Missouri(11/18/2009)
IAR
Tennessee(6/28/2018)
IAR
Texas(2/24/2016)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
PLANCORP, LLC
PLANCORP HOLDINGS, INC. | PLANCORP®, INC. | PLANCORP, LLC | PLANCORP, INC. | PLANCORP WEALTH MANAGEMENT | PLANCORP INC
CRD#: 106599 / SEC#: 801-20398
RIA
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Contact information
Main Address
540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829
Mailing Address
Phone number
(636) 532-7824
Established
Firm type
Fiscal year end
# of Employees
80
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,711 |
| AUM (Assets Under Management) | $ 7,294,144,052 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/09/2024 | ||
| 12/07/2023 | ||
| 10/27/2022 |
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.
