Kyle R. Girard

KESTRA ADVISORY SERVICES

Plymouth, MN 55441

Some features on this profile are disabled

CRD#: 5694593

Professional summary

Kyle Rocklyn Girard, who also goes by Kyle Girard, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Plymouth, Minnesota and KESTRA INVESTMENT SERVICES, LLC located in Plymouth, Minnesota.

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 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Girard

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.

KNW GROUP LLC DBA NFP CORP. POSITION: Senior Retirement Plan Consultant NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/27/2022 ADDRESS: 505 Waterford Park Highway 169 N, Suite 1100, Plymouth MN 55441, United States DESCRIPTION: Responsible for acting as a relationship manager for a block of defined contribution retirement plan clients. KESTRA ADVISORY SERVICES, LLC POSITION: Senior Retirement Plan Consultant NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/27/2022 ADDRESS: 5707 Southwest Parkway, Blg 2, Suite 400, Austin TX 78735, United States DESCRIPTION: Responsible for acting as relationship for a block of defined contribution plan clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Rocklyn Girard'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®

None

Experience

Current

September 26, 2022 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 505 Hwy 169 N Suite 1100, Plymouth, MN 55441

RIA

CRD#: 283330

Plymouth, MN

Current

September 26, 2022 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 505 Hwy 169 N, Suite 1100, Plymouth, MN 55441

CRD#: 42046

Plymouth, MN

Past

April 21, 2022 - June 23, 2022

GALLAGHER FIDUCIARY ADVISORS, LLC

RIA

CRD#: 146509

Bloomington, MN

Past

March 29, 2022 - July 26, 2022

TRIAD ADVISORS LLC

CRD#: 25803

Bloomington, MN

Past

January 2, 2020 - March 17, 2020

ABBEY STREET

RIA

CRD#: 305107

EDEN PRAIRIE, MN

Past

April 18, 2016 - March 31, 2022

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Bloomington, MN

Past

January 16, 2015 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

BLOOMINGTON, MN

Past

October 8, 2010 - March 31, 2022

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

BLOOMINGTON, MN

Past

August 3, 2009 - August 24, 2010

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

DES MOINES, IA

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".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 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.

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

Minnesota
(9/26/2022)

IAR

Minnesota
(9/26/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/12/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/31/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/31/2009

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

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.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Steven Schmidt

LPL ENTERPRISE, LLC

IAR

ST. LOUIS PARK, MN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kyle R. Girard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Rocklyn Girard's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

GALLAGHER FIDUCIARY ADVISORS, LLC

TRIAD ADVISORS LLC

ABBEY STREET

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

VOYA FINANCIAL PARTNERS, LLC

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/12/2015

Series 63

Date: 1/31/2011

SIE

Date: 10/1/2018

Series 6

Date: 7/31/2009

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors