Kyle C. Matkaitis

WHISPER WEALTH BUILDERS

Oak Lawn, IL

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CRD#: 5680849

Professional summary

Kyle Collin Matkaitis, CFP®, who also goes by Kyle C Matkaitis, is a registered financial advisor currently at WHISPER WEALTH BUILDERS located in Oak Lawn, Illinois.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kyle has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle C Matkaitis

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.

Whisper Wealth Builders LLC - Investment-related Address: 4109 Grant St. Oak Lawn, Illinois 60453 Nature of business: Financial planning/investment advisor Position: Founder/CCO Start date: August, 2020 Hours per month: This is a full-time position.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Collin Matkaitis'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^®

CRD#: 6413

HIGHLAND, IN

Past

November 17, 2011 - December 15, 2016

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

OAKBROOK, IL

Past

January 7, 2011 - December 14, 2016

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

OAK BROOK, IL

Past

March 3, 2010 - August 6, 2010

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

OAK BROOK, IL

Past

August 14, 2009 - August 6, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

OAK BROOK, IL

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

Illinois
(9/30/2020)

IAR

Texas
(10/5/2021)

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: 9/8/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/23/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/13/2009

General Securities Representative Examination

Current Firm

WHISPER WEALTH BUILDERS

WHISPER WEALTH BUILDERS | WHISPER WEALTH BUILDERS, LLC

CRD#: 310842 / SEC#:

Illinois

Registered Investment Advisory firm - (9/30/2020 Approved)

Texas

Registered Investment Advisory firm - (10/1/2021 Conditional Restricted)

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Contact information

Main Address

Oak Lawn, IL

Mailing Address

Phone number

(815) 507-5027

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 8,556,672

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 C. Matkaitis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Collin Matkaitis's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORIGIN INVESTMENT ADVISORY LLC

VECTOR WEALTH MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2009

SIE

Date: 6/23/2017

Series 7

Date: 8/13/2009

Current Firm

WHISPER WEALTH BUILDERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WHISPER WEALTH BUILDERS

TRUST BUT VERIFY

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