Kyle J. Lunde

SMARTHARVEST PORTFOLIOS

POULSBO, WA 98370

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CRD#: 6162508

Professional summary

Kyle Jacob Lunde is a registered financial advisor currently at SMARTHARVEST PORTFOLIOS located in Poulsbo, Washington.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kyle has worked at 6 firms and has passed the Series 66, SIE and Series 7 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) - RIA

Click below to view Kyle Jacob Lunde'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

January 3, 2025 - Present

SMARTHARVEST PORTFOLIOS

Office #1: 27560 Anchor Place Nw, Poulsbo, WA 98370

RIA

CRD#: 334260

POULSBO, WA

Past

February 1, 2021 - December 3, 2024

CATALINA CAPITAL GROUP, LLC

RIA

CRD#: 172556

TORRANCE, CA

Past

April 25, 2016 - October 22, 2019

PARAMETRIC PORTFOLIO ASSOCIATES

RIA

CRD#: 114310

SEATTLE, WA

Past

April 19, 2016 - October 22, 2019

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

SEATTLE, WA

Past

July 10, 2013 - February 5, 2016

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

February 26, 2013 - October 30, 2015

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

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".

SMARTHARVEST PORTFOLIOS

SMARTHARVEST PORTFOLIOS | SMARTHARVEST PORTFOLIOS, LLC | SMARTHARVEST PORTFOLIOS LLC

CRD#: 334260 / SEC#: 801-131762

RIA

Registered Investment Advisory firm - (1/3/2025 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

Texas
(1/3/2025)

IAR

Washington
(1/3/2025)

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: 7/2/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/25/2013

General Securities Representative Examination

Current Firm

SMARTHARVEST PORTFOLIOS

SMARTHARVEST PORTFOLIOS | SMARTHARVEST PORTFOLIOS, LLC | SMARTHARVEST PORTFOLIOS LLC

CRD#: 334260 / SEC#: 801-131762

RIA

Registered Investment Advisory firm - (1/3/2025 Approved)

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Contact information

Main Address

Seattle, WA

Mailing Address

Phone number

(206) 841-9944

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - SMARTHARVEST PORTFOLIOS (9/23/2025)

Regulatory assets under management

Total Number of Accounts	278
AUM (Assets Under Management)	$ 354,197,000

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 J. Lunde

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Jacob Lunde's CRS (Customer Relationship Summary).

Certified licenses

Experience

CATALINA CAPITAL GROUP, LLC

PARAMETRIC PORTFOLIO ASSOCIATES

EATON VANCE DISTRIBUTORS, INC.

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

Primary Firm SEC Registration

SMARTHARVEST PORTFOLIOS

State Registrations and Notice Filings

Exams

Series 66

Date: 7/2/2013

SIE

Date: 10/1/2018

Series 7

Date: 2/25/2013

Current Firm

SMARTHARVEST PORTFOLIOS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SMARTHARVEST PORTFOLIOS

TRUST BUT VERIFY

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