Kyle D. O'connor

KUTSCHER BENNER BARSNESS & STEVENS

Seattle, WA 98104

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CRD#: 6259383

Professional summary

Kyle Desmond O'connor, CFP®, who also goes by Kyle O'connor, is a registered financial advisor currently at KUTSCHER BENNER BARSNESS & STEVENS, INC. located in Seattle, Washington.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kyle has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle O'connor

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 Desmond O'connor'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: 2018

Experience

Current

May 14, 2015 - Present

KUTSCHER BENNER BARSNESS & STEVENS, INC.

Office #1: 705 Second Avenue, Suite 800, Seattle, WA 98104

RIA

CRD#: 107475

Seattle, WA

Past

March 5, 2014 - May 28, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

BELLEVUE, WA

Past

February 26, 2014 - May 28, 2015

LPL FINANCIAL LLC

CRD#: 6413

BELLEVUE, WA

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".

KUTSCHER BENNER BARSNESS & STEVENS, INC.

FREDERIC T. KUTSCHER ASSOCIATES,INC. | KUTSCHER, RHODES & BENNER, INC. | KUTSCHER RHODES & BENNER, INC. | KUTSCHER BENNER BARSNESS & STEVENS, INC. | KBBS FINANCIAL

CRD#: 107475 / SEC#: 801-49160

RIA

Registered Investment Advisory firm - (6/16/1995 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

Washington
(5/14/2015)

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: 3/4/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/28/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/26/2014

General Securities Representative Examination

Current Firm

KUTSCHER BENNER BARSNESS & STEVENS, INC.

FREDERIC T. KUTSCHER ASSOCIATES,INC. | KUTSCHER, RHODES & BENNER, INC. | KUTSCHER RHODES & BENNER, INC. | KUTSCHER BENNER BARSNESS & STEVENS, INC. | KBBS FINANCIAL

CRD#: 107475 / SEC#: 801-49160

RIA

Registered Investment Advisory firm - (6/16/1995 Approved)

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Contact information

Main Address

705 Second Avenue, Suite 800, Seattle, WA 98104

Mailing Address

Phone number

(206) 462-6100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KBBS FINANCIAL ADV PART II BROCHURE (2/20/2025)

Regulatory assets under management

Total Number of Accounts	681
AUM (Assets Under Management)	$ 550,822,080

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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Kyle D. O'connor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Desmond O'connor's CRS (Customer Relationship Summary).

Certified licenses

Experience

KUTSCHER BENNER BARSNESS & STEVENS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

KUTSCHER BENNER BARSNESS & STEVENS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/4/2014

SIE

Date: 5/28/2015

Series 7

Date: 2/26/2014

Current Firm

KUTSCHER BENNER BARSNESS & STEVENS, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KUTSCHER BENNER BARSNESS & STEVENS, INC.

TRUST BUT VERIFY

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