Kyle R. Mccann

VANTAGE WEALTH PLANNING

Reno, NV 89509

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CRD#: 5276018

Professional summary

Kyle R Mccann, CFP®, who also goes by Kyle Mccann, is a registered financial advisor currently at VANTAGE WEALTH PLANNING located in Reno, Nevada.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kyle has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Mccann

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 R Mccann'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 15, 2015 - Present

VANTAGE WEALTH PLANNING

Office #1: 3748 Lakeside Dr. Suite 100, Reno, NV 89509

RIA

CRD#: 173929

Reno, NV

Past

January 15, 2015 - December 31, 2018

VANTAGE WEALTH PLANNING

RIA

CRD#: 173929

RENO, NV

Past

September 11, 2009 - March 17, 2015

ADVOWEALTH ADVISORS, LLC

RIA

CRD#: 140034

RENO, NV

Past

February 26, 2007 - July 9, 2007

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

CINCINATTI, OH

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".

VANTAGE WEALTH PLANNING

KRM WEALTH MANAGEMENT L.L.C. | VANTAGE WEALTH PLANNING

CRD#: 173929 / SEC#: 801-126100

RIA

Registered Investment Advisory firm - (7/15/2022 Approved)

California

Registered Investment Advisory firm - (9/10/2022 Terminated)

Nevada

Registered Investment Advisory firm - (9/12/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Nevada
(1/15/2015)

IAR

Texas
(12/1/2022)

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 65

Date: 9/10/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/7/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/23/2007

General Securities Representative Examination

Current Firm

VANTAGE WEALTH PLANNING

KRM WEALTH MANAGEMENT L.L.C. | VANTAGE WEALTH PLANNING

CRD#: 173929 / SEC#: 801-126100

RIA

Registered Investment Advisory firm - (7/15/2022 Approved)

California

Registered Investment Advisory firm - (9/10/2022 Terminated)

Nevada

Registered Investment Advisory firm - (9/12/2022 Terminated)

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Contact information

Main Address

3748 Lakeside Dr. Suite 100, Reno, NV 89509

Mailing Address

Phone number

(775) 502-8484

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VANTAGE ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	731
AUM (Assets Under Management)	$ 198,568,398

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.

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Kyle R. Mccann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle R Mccann's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANTAGE WEALTH PLANNING

VANTAGE WEALTH PLANNING

ADVOWEALTH ADVISORS, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

VANTAGE WEALTH PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2009

Series 63

Date: 3/7/2007

Series 7

Date: 2/23/2007

Current Firm

VANTAGE WEALTH PLANNING

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VANTAGE WEALTH PLANNING

TRUST BUT VERIFY

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