Kyle M. Long

LONG PLANNING

Geneva, IL 60134

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CRD#: 6706584

Professional summary

Kyle Matthew Long is a registered financial advisor currently at LONG PLANNING, LLC located in Geneva, Illinois.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kyle has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

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.

Kyle M. Long is the Owner of Kyle Long, CPA (public accounting firm). At times, he will refer clients between LP and Kyle Long, CPA when appropriate, but will not receive any compensation in exchange for the referral. Clients are never obligated to use the services of either party recommended to them. He devotes approximately 5% of his time during market trading hours to this activity. Kyle M. Long is employed as a CPA at D.L. Purvine, PLLC. This activity accounts for 15-20% of his time during regular trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Matthew Long'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

November 28, 2022 - Present

LONG PLANNING, LLC

Office #1: 25 N River Ln Suite 25455, Geneva, IL 60134

RIA

CRD#: 323443

Geneva, IL

Past

October 8, 2019 - November 29, 2022

INSPIRE ADVISORS, LLC

RIA

CRD#: 300279

Geneva, IL

Past

February 16, 2017 - July 11, 2018

HIGHPOINT PLANNING PARTNERS

RIA

CRD#: 163768

Saint Charles, IL

Past

December 14, 2016 - June 11, 2018

LPL FINANCIAL LLC

CRD#: 6413

ST. CHARLES, IL

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
(11/28/2022)

IAR

Texas
(12/1/2022)

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: 1/14/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/2016

General Securities Representative Examination

Current Firm

LONG PLANNING, LLC

CRD#: 323443 / SEC#:

Illinois

Registered Investment Advisory firm - (11/28/2022 Approved)

Texas

Registered Investment Advisory firm - (12/1/2022 Conditional Restricted)

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Contact information

Main Address

25 N River Ln Suite 25455, Geneva, IL 60134

Mailing Address

Phone number

(847) 345-0880

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	132
AUM (Assets Under Management)	$ 13,966,900

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 M. Long

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LONG PLANNING, LLC

INSPIRE ADVISORS, LLC

HIGHPOINT PLANNING PARTNERS

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2017

SIE

Date: 6/11/2018

Series 7

Date: 12/14/2016

Current Firm

LONG PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LONG PLANNING, LLC

TRUST BUT VERIFY

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