Kyle S. Scott

KYLE S. SCOTT FINANCIAL PLANNING

FORT COLLINS, CO 80525

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CRD#: 5023092

Professional summary

Kyle Sean Scott, CFP® is a registered financial advisor currently at KYLE S. SCOTT FINANCIAL PLANNING, INC. located in Fort Collins, Colorado.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kyle has worked at 3 firms and has passed the Series 66, 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.

INDEPENDENT INSURANCE AGENT; NOT INVESTMENT RELATED; 125 S HOWES STREET, SUITE 820, FORT COLLINS CO 80521; SINCE 9/2005; 15 HOURS/MONTH DEVOTED TO THIS BUSINESS; 5 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED TO THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Sean Scott'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^®

Certified Financial Planner

Start date: 2010

Experience

Current

January 6, 2017 - Present

KYLE S. SCOTT FINANCIAL PLANNING, INC.

Office #1: 2000 S. College Ave Suite 310, Fort Collins, CO 80525

RIA

CRD#: 286364

FORT COLLINS, CO

Past

January 16, 2008 - March 3, 2017

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

FORT COLLINS, CO

Past

January 16, 2008 - March 3, 2017

CENTAURUS FINANCIAL, INC.

CRD#: 30833

FORT COLLINS, CO

Past

November 3, 2005 - January 23, 2008

WADDELL & REED

RIA

CRD#: 866

FT. COLLINS, CO

Past

September 29, 2005 - January 23, 2008

WADDELL & REED

CRD#: 866

FT. COLLINS, CO

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

Colorado
(2/9/2017)

IAR

Texas
(1/6/2017)

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 66

Date: 11/1/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2005

General Securities Representative Examination

Current Firm

KYLE S. SCOTT FINANCIAL PLANNING, INC.

CRD#: 286364 / SEC#:

Colorado

Registered Investment Advisory firm - (2/9/2017 Approved)

Texas

Registered Investment Advisory firm - (1/6/2017 Conditional Restricted)

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Contact information

Main Address

2000 S. College Ave Suite 310, Fort Collins, CO 80525

Mailing Address

Phone number

(970) 893-4968

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 63,006,359

Red Flags

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

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Kyle S. Scott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Sean Scott's CRS (Customer Relationship Summary).

Certified licenses

Experience

KYLE S. SCOTT FINANCIAL PLANNING, INC.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2005

SIE

Date: 3/3/2017

Series 7

Date: 9/27/2005

Current Firm

KYLE S. SCOTT FINANCIAL PLANNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KYLE S. SCOTT FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

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