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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.

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Kyle Frederick Beckhusen

Kyle F. Beckhusen

STRAVA WEALTH
Pittsburgh, PA 15241-1633
Some features on this profile are disabled
CRD#: 6060099
Kyle Frederick Beckhusen

Professional summary

Kyle Frederick Beckhusen, CFP®, CLU® is a registered financial advisor currently at STRAVA WEALTH located in Pittsburgh, Pennsylvania.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kyle has worked at 2 firms and has passed the Series 63, SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 2020

CLU®

Chartered Life Underwriter

Experience

Current

February 16, 2021 - Present

STRAVA WEALTH

Office #1: 61 Mcmurray Road Suite 204, Pittsburgh, PA 15241-1633
CRD#: 121300
Pittsburgh, PA
Past

October 15, 2015 - February 16, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Seven Fields, PA

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
Pennsylvania
(2/16/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 5/1/2015
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 6
Date: 10/15/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

STRAVA WEALTH
STRAVA WEALTH
KATHLEEN S. WRIGHT ASSOCIATES INC. | WRIGHT ASSOCIATES | STRAVA WEALTH MANAGEMENT | STRAVA WEALTH

CRD#: 121300 / SEC#: 801-62560

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Contact information

Main Address
61 Mcmurray Road Suite 204, Pittsburgh, PA 15241-1633
Mailing Address
61 Mcmurray Road Suite 204, Pittsburgh, PA 15241
Phone number
(412) 854-2100
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

Part 2 Brochures

FORM CRS (3/6/2025)
DISCLOSURE DOCUMENT (3/6/2025)

Regulatory assets under management

Total Number of Accounts748
AUM (Assets Under Management)$ 388,105,451

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

STRAVA WEALTH

STRAVA WEALTH

CRD#: 121300Pittsburgh, PA 15241-1633

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