KW
Kyle E. Wort
LARSON FINANCIAL GROUP
Chesterfield, MO 63017
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CRD#: 5645511
KW
Professional summary
Kyle Edward Wort is a registered financial advisor currently at LARSON FINANCIAL GROUP, LLC located in Chesterfield, Missouri and LARSON FINANCIAL SECURITIES, LLC located in Durham, North Carolina.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Kyle has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
01/01/2017, Kyle E Wort L.L.C. investment-related business, 2287 Whitby Rd, Chesterfield, MO 63017, Real Estate Rental, owner, 1hr per month KYLE E. WORT LLC POSITION: Owner NATURE: Real Estate Rental and development INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/06/2020 ADDRESS: 2287 Whitby Rd., Chesterfield MO 63017, United States DESCRIPTION: General Landlord duties, buying and selling of real property.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Edward Wort'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®
NoneExperience
Current
September 6, 2012 - Present
LARSON FINANCIAL GROUP, LLC
Office #1: 14567 North Outer 40 Rd Suite 500, Chesterfield, MO 63017RIA
CRD#: 140599
Chesterfield, MO
Current
March 5, 2012 - Present
LARSON FINANCIAL SECURITIES, LLC
Office #1: 2530 Meridian Parkway Suite 300, Durham, NC 27713Office #2: 14567 North Outer 40 Rd Suite 500, Chesterfield, MO 63017BD
CRD#: 152517
Durham, NC
Past
September 20, 2010 - March 13, 2012
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CHESTERFIELD, MO
Past
March 27, 2009 - September 23, 2010
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
CHESTERFIELD, MO
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".
LF
LARSON FINANCIAL GROUP, LLC
LARSON FINANCIAL GROUP, LLC | WORK OPTIONAL | THE PHYSICIANS THRIVE | OAKMONT FINANCIAL GROUP | MIDWEST WEALTH MANAGEMENT | LIONSGATE ADVISORS
CRD#: 140599 / SEC#: 801-71543
RIA
Registered Investment Advisory firm - (6/23/2010 Approved)Florida
Registered Investment Advisory firm - (6/30/2010 Terminated)Indiana
Registered Investment Advisory firm - (6/30/2010 Terminated)Kansas
Registered Investment Advisory firm - (6/30/2010 Terminated)Kentucky
Registered Investment Advisory firm - (6/30/2010 Terminated)Minnesota
Registered Investment Advisory firm - (7/1/2010 Terminated)Missouri
Registered Investment Advisory firm - (6/30/2010 Terminated)Ohio
Registered Investment Advisory firm - (6/30/2010 Terminated)Tennessee
Registered Investment Advisory firm - (7/30/2010 Terminated)Texas
Registered Investment Advisory firm - (6/30/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (6/30/2010 Terminated)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.RR
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
RR
California(10/2/2012)
RR
Colorado(9/26/2016)
RR
Florida(12/3/2013)
RR
Georgia(11/19/2013)
RR
Illinois(5/16/2012)
RR
Indiana(8/14/2014)
RR
Kansas(3/7/2014)
RR
Louisiana(11/18/2013)
RR
Maine(5/9/2025)
RR
Maryland(12/3/2013)
RR
Minnesota(5/2/2024)
RR
Mississippi(9/21/2016)
RR
Missouri(3/5/2012)
IAR
Missouri(9/6/2012)
RR
Nebraska(9/21/2021)
RR
New York(9/23/2013)
RR
North Carolina(6/19/2012)
RR
North Dakota(9/23/2013)
RR
Ohio(1/13/2016)
RR
Oklahoma(4/19/2013)
RR
Pennsylvania(10/31/2014)
RR
South Carolina(12/5/2022)
RR
Tennessee(11/14/2014)
IAR
Texas(2/16/2021)
RR
Texas(7/9/2024)
RR
Virginia(5/14/2013)
RR
Washington(6/13/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LF
LARSON FINANCIAL GROUP, LLC
LARSON FINANCIAL GROUP, LLC | WORK OPTIONAL | THE PHYSICIANS THRIVE | OAKMONT FINANCIAL GROUP | MIDWEST WEALTH MANAGEMENT | LIONSGATE ADVISORS
CRD#: 140599 / SEC#: 801-71543
RIA
Registered Investment Advisory firm - (6/23/2010 Approved)Florida
Registered Investment Advisory firm - (6/30/2010 Terminated)Indiana
Registered Investment Advisory firm - (6/30/2010 Terminated)Kansas
Registered Investment Advisory firm - (6/30/2010 Terminated)Kentucky
Registered Investment Advisory firm - (6/30/2010 Terminated)Minnesota
Registered Investment Advisory firm - (7/1/2010 Terminated)Missouri
Registered Investment Advisory firm - (6/30/2010 Terminated)Ohio
Registered Investment Advisory firm - (6/30/2010 Terminated)Tennessee
Registered Investment Advisory firm - (7/30/2010 Terminated)Texas
Registered Investment Advisory firm - (6/30/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (6/30/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 N Broadway Suite 1700, Saint Louis, MO 63102
Mailing Address
Phone number
(866) 569-2450
Established
Firm type
Fiscal year end
# of Employees
115
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,504 |
| AUM (Assets Under Management) | $ 4,032,736,835 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/08/2024 | ||
| 12/13/2023 | ||
| 01/03/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LARSON FINANCIAL GROUP, LLC
CRD#: 140599Chesterfield, MO 63017TRUST BUT VERIFY
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