KC
Kyle H. Campbell-breidenfield
STONEBRIDGE FINANCIAL GROUP
Grand Rapids, MI 49546
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CRD#: 6093324
KC
Professional summary
Kyle Harris Campbell-breidenfield is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP located in Grand Rapids, Michigan and OSAIC WEALTH, INC. located in Grand Rapids, Michigan.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Kyle has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 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.
1) GLOBAL FINANCIAL SERVICES GROUP D/B/A STONEBRIDGE FINANCIAL INVESTMENT RELATED ADDRESS: 80 OTAWA AVE STE 425 GRAND RAPIDS MI 49503 INVESTMENT ADVISORY POSITION: ASSISTANT START: 7/1/2012 35-45 HRS/MONTH 6.5 HRS DURING TRADING DESCRIPTION: ASSIST IN INVESTMENT RESEARCH AND PROPOSALS 2) AS PARTICLES COLLIDE POSITION: musician, sole proprietorship NATURE: Music INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2018 ADDRESS:1830 Forest Hill Ave SE Grand Rapids MI 49546 DESCRIPTION: Playing music, write and record songs
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Harris Campbell-breidenfield'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
January 31, 2013 - Present
STONEBRIDGE FINANCIAL GROUP
Office #1: 3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546RIA
CRD#: 166251
Grand Rapids, MI
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 3333 Deposit Drive Suite 220, Grand Rapids, MI 49546RIA
BD
CRD#: 23131
GRAND RAPIDS, MI
Past
March 5, 2015 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
GRAND RAPIDS, MI
Past
July 9, 2012 - January 3, 2013
ADVISORY ALPHA, LLC
RIA
CRD#: 158282
GRAND RAPIDS, MI
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".
SF
STONEBRIDGE FINANCIAL GROUP
GLOBAL FINANCIAL GROUP ADVISORS | STONEBRIDGE FINANCIAL GROUP | GLOBAL FINANCIAL GROUP ADVISORS LLC D/B/A STONEBRIDGE FINANCIAL | GLOBAL FINANCIAL GROUP ADVISORS LLC
CRD#: 166251 / SEC#: 801-110584
RIA
Registered Investment Advisory firm - (5/30/2017 Approved)Illinois
Registered Investment Advisory firm - (5/30/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/27/2017 Terminated)Texas
Registered Investment Advisory firm - (6/26/2017 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
IAR
Illinois(2/14/2013)
IAR
Michigan(1/31/2013)
RR
Michigan(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SF
STONEBRIDGE FINANCIAL GROUP
GLOBAL FINANCIAL GROUP ADVISORS | STONEBRIDGE FINANCIAL GROUP | GLOBAL FINANCIAL GROUP ADVISORS LLC D/B/A STONEBRIDGE FINANCIAL | GLOBAL FINANCIAL GROUP ADVISORS LLC
CRD#: 166251 / SEC#: 801-110584
RIA
Registered Investment Advisory firm - (5/30/2017 Approved)Illinois
Registered Investment Advisory firm - (5/30/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/27/2017 Terminated)Texas
Registered Investment Advisory firm - (6/26/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546
Mailing Address
Phone number
(855) 530-0500
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 766 |
| AUM (Assets Under Management) | $ 652,339,848 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STONEBRIDGE FINANCIAL GROUP
CRD#: 166251Grand Rapids, MI 49546TRUST BUT VERIFY
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