KYLE C. BALCOS
HOHIMER WEALTH MANAGEMENT | Wealth Advisor
Black Diamond, WA
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CRD#: 6336283
Professional summary
KYLE CHRISTIAN BALCOS, who also goes by Kyle Christian Lee, is a registered financial advisor currently at HOHIMER WEALTH MANAGEMENT, LLC located in Black Diamond, Washington.
KYLE is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. KYLE has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Kyle Balcos is a Wealth Advisor at Hightower Bellevue with over a decade of experience helping professionals and families plan their financial futures. As a trusted advisor, Kyle is passionate about helping his clients achieve their financial goals and enjoys diving deep into assisting them in creating and maintaining their generational wealth.
With professional experience in many facets of wealth management, Kyle possesses a comprehensive skillset that allows him to provide personalized service to each client. Joining Hightower Bellevue in 2021, a fiduciary wealth planning office, allows Kyle to broaden the way he engages and assists his clients. By working with a firm that more closely aligns itself with the best interest of the clients, Kyle can provide objective advice that mitigates any conflicts. As a Wealth Advisor, he specializes in helping high-net worth individuals build a strong financial framework for their loved ones by taking a 360-degree approach to financial planning and creating custom financial structures for each client. He takes pride in guiding each person through the process and educating them about the different services and tools they can use to accomplish their goals. Helping his clients leave a legacy allows Kyle to know he is truly making an impact.
Kyle began working at age 15 and quickly became infatuated with the idea of saving, thus began his passion to learn about managing money. He worked two jobs, saved everything he could to provide himself with a better future and transitioned to the financial industry. Prior to joining Hightower Bellevue, he worked in private banking for about ten years and served as the main point of contact for clients with complex financial needs; helping them with lending/ credit strategies, risk management, insurance needs, portfolio/ investment management, retirement planning, trust and estate planning, and various other items.
Outside of work, Kyle loves spending time with his wife, two active sons, two dogs, and cat. He enjoys cycling, coaching his sons’ baseball team, camping, and travelling to Mexico with his family.
If you are interested in meeting with Kyle to discuss your financial planning needs, please click on the link to schedule a meeting.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Christian Lee
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.
Balcos Wealth Strategies (Insurance)
CRS (Client Relationship Summary) - RIA
Click below to view KYLE CHRISTIAN BALCOS'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
August 16, 2023 - Present
HOHIMER WEALTH MANAGEMENT, LLC
RIA
CRD#: 300140
Black Diamond, WA
Past
June 1, 2022 - July 19, 2023
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Bellevue, WA
Past
June 1, 2022 - July 19, 2023
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
CHICAGO, IL
Past
August 4, 2014 - December 8, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BELLEVUE, WA
Past
June 28, 2014 - December 8, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
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".
HW
HOHIMER WEALTH MANAGEMENT, LLC
HOHIMER WEALTH MANAGEMENT, LLC
CRD#: 300140 / SEC#: 801-114746
RIA
Registered Investment Advisory firm - (2/28/2019 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(8/16/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HW
HOHIMER WEALTH MANAGEMENT, LLC
HOHIMER WEALTH MANAGEMENT, LLC
CRD#: 300140 / SEC#: 801-114746
RIA
Registered Investment Advisory firm - (2/28/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Union Square 600 University Street, Suite 2401, Seattle, WA 98101
Mailing Address
Phone number
(206) 709-5955
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,229 |
| AUM (Assets Under Management) | $ 993,696,676 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/17/2022 |
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.
