AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KP

Kyle R. Parsons

ROCK CREEK WEALTH MANAGEMENT
HILLSBORO, OR 97006
Some features on this profile are disabled
CRD#: 5734060
KP

Professional summary

Kyle Ryan Parsons, who also goes by Kyle R Parsons, is a registered financial advisor currently at ROCK CREEK WEALTH MANAGEMENT located in Hillsboro, Oregon and LPL FINANCIAL LLC located in Hillsboro, Oregon.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kyle has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kyle R Parsons

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 Ryan Parsons'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

February 18, 2026 - Present

ROCK CREEK WEALTH MANAGEMENT

Office #1: 1915 Ne Stucki Avenue Ste 308, Hillsboro, OR 97006
RIA
CRD#: 336666
HILLSBORO, OR
Current

June 29, 2015 - Present

LPL FINANCIAL LLC

Office #1: 1915 Ne Stucki Ave Ste 308, Hillsboro, OR 97006Office #2: 16100 Nw Cornell Rd, Ste 240, Beaverton, OR 97006
RIA
BD
CRD#: 6413
HILLSBORO, OR
Past

June 29, 2017 - February 23, 2026

CROSS FINANCIAL ADVISORS

RIA
CRD#: 287686
BEAVERTON, OR
Past

June 29, 2015 - December 21, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

May 25, 2010 - July 9, 2015

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
LAKE OSWEGO, OR
Past

January 1, 2010 - July 9, 2015

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
LAKE OSWEGO, OR

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
Alabama
(1/19/2026)
RR
Arizona
(9/15/2015)
RR
Arkansas
(7/5/2024)
RR
California
(7/17/2015)
RR
Florida
(12/5/2024)
RR
Idaho
(1/3/2018)
RR
Nevada
(1/23/2024)
RR
Oregon
(6/29/2015)
IAR
Oregon
(2/18/2026)
RR
Washington
(7/17/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/18/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/21/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/28/2009
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RC
ROCK CREEK WEALTH MANAGEMENT
RETZLAFF WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT, LLC | ROCK CREEK WEALTH MANAGEMENT

CRD#: 336666 / SEC#: 801-134659

RIA
Registered Investment Advisory firm - (11/19/2025 120-Day Approval)
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
1915 Stucki Avenue Ste 308, Hillsboro, OR 97006
Mailing Address
Phone number
(503) 505-7000
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ROCK CREEK WEALTH MANAGEMENT FORM ADV PART 2A-2B (9/30/2025)
0

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.

Company Information

ROCK CREEK WEALTH MANAGEMENT

CRD#: 336666Hillsboro, OR 97006

TRUST BUT VERIFY

Monitor Kyle Parsons

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

Viengsavanh Bounnam
Viengsavanh BounnamAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Devlin William Carothers
Devlin CarothersAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Gregory Scott Bowen
Gregory BowenAdvisorCheck Check Mark
MARINER WEALTH
IAR
RR
Portland, OR
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.