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KH

Kyle D. Henris

FREEDOM FORMULA WEALTH MANAGEMENT
ROCHESTER, MI
Some features on this profile are disabled
CRD#: 6518335
KH

Professional summary

Kyle Daniel Henris, who also goes by Kyle Henris, is a registered financial advisor currently at FREEDOM FORMULA WEALTH MANAGEMENT located in Rochester, Michigan.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kyle has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kyle Henris

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 Daniel Henris'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®
None

Experience

Current

February 19, 2026 - Present

FREEDOM FORMULA WEALTH MANAGEMENT

RIA
CRD#: 340258
ROCHESTER, MI
Past

February 6, 2020 - September 14, 2021

HENRIS WEALTH PARTNERS

RIA
CRD#: 307325
SAGINAW, MI
Past

July 29, 2015 - December 23, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MT PLEASANT, MI

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
Michigan
(2/19/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/7/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/29/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FF
FREEDOM FORMULA WEALTH MANAGEMENT
FREEDOM FORMULA WEALTH MANAGEMENT | FREEDOM FORMULA WEALTH MANAGEMENT LLC

CRD#: 340258 / SEC#:

Michigan
Registered Investment Advisory firm - (2/19/2026 Approved)
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Contact information

Main Address
Rochester, MI
Mailing Address
Phone number
(989) 245-2242
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FREEDOM FORMULA WEALTH MANAGEMENT

CRD#: 340258Rochester, MI

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