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KH

Kaitlin M. Hyland

HORIZON WEALTH MANAGEMENT
La Grange, IL 60525
Some features on this profile are disabled
CRD#: 6251006
KH

Professional summary

Kaitlin Marie Hyland, who also goes by Kaitlin Marie Wysopal, Kaitlin Wysopal, is a registered financial advisor currently at HORIZON WEALTH MANAGEMENT located in La Grange, Illinois.

Kaitlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kaitlin has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kaitlin Marie Wysopal | Kaitlin Wysopal

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 Kaitlin Marie Hyland'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

May 6, 2025 - Present

HORIZON WEALTH MANAGEMENT

Office #1: 22 Calendar Court 2nd Floor, La Grange, IL 60525
RIA
CRD#: 170255
La Grange, IL
Past

August 26, 2022 - April 29, 2025

CRESSET ASSET MANAGEMENT, LLC

RIA
CRD#: 288566
CHICAGO, IL
Past

June 24, 2021 - August 22, 2022

HORIZON WEALTH MANAGEMENT

RIA
CRD#: 170255
LA GRANGE, IL

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".
HW
HORIZON WEALTH MANAGEMENT
HORIZON WEALTH MANAGEMENT | RW WEALTH MANAGEMENT | HORIZON WEALTH MANAGEMENT, LLC

CRD#: 170255 / SEC#: 801-79492

RIA
Registered Investment Advisory firm - (4/15/2014 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
Illinois
(5/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/24/2021
Uniform Investment Adviser Law Examination

Current Firm

HW
HORIZON WEALTH MANAGEMENT
HORIZON WEALTH MANAGEMENT | RW WEALTH MANAGEMENT | HORIZON WEALTH MANAGEMENT, LLC

CRD#: 170255 / SEC#: 801-79492

RIA
Registered Investment Advisory firm - (4/15/2014 Approved)
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Contact information

Main Address
22 Calendar Court 2nd Floor, La Grange, IL 60525
Mailing Address
Phone number
(708) 352-4300
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (17 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

HORIZON DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, AND PRIVACY POLICY (6/4/2025)

Regulatory assets under management

Total Number of Accounts3,073
AUM (Assets Under Management)$ 945,761,317

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

HORIZON WEALTH MANAGEMENT

CRD#: 170255La Grange, IL 60525

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