Kyle E. Hogan

UPTICK PARTNERS

WESTWOOD, KS 66205

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CRD#: 6152609

Professional summary

Kyle Edwin Hogan, CFP®, who also goes by Kyle Hogan, is a registered financial advisor currently at UPTICK PARTNERS, LLC located in Westwood, Kansas.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kyle has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Hogan

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 Edwin Hogan'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

November 3, 2025 - Present

UPTICK PARTNERS, LLC

Office #1: 1901 47th Place #103, Westwood, KS 66205

RIA

CRD#: 324250

WESTWOOD, KS

Past

May 4, 2017 - December 5, 2025

BUTTONWOOD FINANCIAL GROUP, LLC

RIA

CRD#: 151164

KANSAS CITY, MO

Past

December 8, 2015 - August 12, 2019

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

KANSAS CITY, MO

Past

May 14, 2013 - April 7, 2015

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

OVERLAND PARK, KS

Past

March 11, 2013 - April 7, 2015

EQUITABLE ADVISORS, LLC

CRD#: 6627

OVERLAND PARK, KS

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".

UPTICK PARTNERS, LLC

CRD#: 324250 / SEC#: 801-127235

RIA

Registered Investment Advisory firm - (1/20/2023 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.

Highlighted states indicate IAR registrations

IAR

Kansas
(11/3/2025)

IAR

Texas
(11/4/2025)

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: 4/25/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/20/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/14/2013

General Securities Representative Examination

Current Firm

UPTICK PARTNERS, LLC

CRD#: 324250 / SEC#: 801-127235

RIA

Registered Investment Advisory firm - (1/20/2023 Approved)

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Contact information

Main Address

777 East Austin, Nacogdoches, TX 75965

Mailing Address

Phone number

(936) 800-0800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (1/12/2026)

Regulatory assets under management

Total Number of Accounts	2,583
AUM (Assets Under Management)	$ 688,095,249

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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Advisor Monitoring

Firm Stability Insights

Kyle E. Hogan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Edwin Hogan's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUTTONWOOD FINANCIAL GROUP, LLC

PURSHE KAPLAN STERLING INVESTMENTS

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

UPTICK PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/25/2013

Series 63

Date: 3/20/2013

SIE

Date: 10/1/2018

Series 7

Date: 2/14/2013

Current Firm

UPTICK PARTNERS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UPTICK PARTNERS, LLC

TRUST BUT VERIFY

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