Kyle Kvalheim

KV FINANCIAL ADVICE LLC

SANDY SPRINGS, GA

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CRD#: 6374100

Professional summary

Kyle Kvalheim, CFP® is a registered financial advisor currently at KV FINANCIAL ADVICE LLC located in Sandy Springs, Georgia.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kyle has worked at 6 firms .

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 Kvalheim'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®

CFP^®

RIA

CRD#: 147729

ATLANTA, GA

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

Georgia
(6/25/2024)

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

Current Firm

KV FINANCIAL ADVICE LLC

CRD#: 331462 / SEC#:

Georgia

Registered Investment Advisory firm - (6/25/2024 Approved)

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Contact information

Main Address

500 Buford Hwy Suite 1001-202, Suwanee, GA 30024

Mailing Address

Phone number

(770) 697-2150

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 7,162,764

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 Kvalheim

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KV FINANCIAL ADVICE LLC

HB WEALTH

HOMRICH BERG

KV FINANCIAL PLANNING

NOVA WEALTH MANAGEMENT GROUP, LLC

KV FINANCIAL PLANNING

BT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

KV FINANCIAL ADVICE LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KV FINANCIAL ADVICE LLC

TRUST BUT VERIFY

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