Kyle S. Thomas
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CRD#: 6771574
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kyle Scott Thomas, CFP®, who also goes by Kyle Scott Thomas, was a registered financial professional .
Kyle is a previously registered financial professional and started their career in finance in 2017. Kyle had worked at 4 firms and has passed the Series 65 exam.
Biography
My Professional Background
I have nearly a decade of experience in holistic wealth planning and am passionate about serving executives, families with multi-generational wealth, and athletes and entertainers – particularly those with privacy concerns.
I find joy in equipping clients to make great decisions by distilling complex facts into approachable choices and tradeoffs, and love serving as their first call during challenges and opportunities. In addition to studying Finance at Seattle Pacific University I obtained the Certified Financial Planner® designation in 2016. I am also a member of the Seattle Estate Planning Council and the East King County Estate Planning Council.
My Wealth Management “Why”
The intimate topics of personal finances and planning provide a rich foundation for forming meaningful and lasting relationship. While I am analytically minded, sharing in these relationships and helping families remove fear and anxiety around their wealth is where I am most fulfilled.
My Personal “Living Fully”
I fell in love with the PNW while growing up in Bend, OR, and currently live in Bothell with my wife, Lizzy, and young daughter, Emerson (Emmy). I love to cook for family and friends, enjoy fitness, and am on an unending journey to find the best soft pretzel and cheese (paired with an IPA of course). When I’m not at home you will likely find me doing something outdoors, traveling, or cheering on the local sports teams.
My Heart for Impact
In addition to my family’s active involvement in our local church, I am deeply passionate about serving my colleagues. Whether through talent development initiatives, mentoring, or other leadership cohorts, I find meaning in helping others excel and take just one step closer to a life fully lived.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
No
Aliases
Kyle Scott Thomas
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.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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®
Start date: 2016
Experience
Past
September 30, 2022 - May 6, 2026
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Bellevue, WA
Past
October 12, 2021 - October 25, 2022
HIGHLAND PRIVATE WEALTH MANAGEMENT
RIA
CRD#: 109532
BELLEVUE, WA
Past
October 21, 2020 - July 19, 2021
PATHSTONE
RIA
CRD#: 151736
BELLEVUE, WA
Past
March 21, 2017 - September 30, 2020
CORNERSTONE ADVISORS INC
RIA
CRD#: 110908
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".
HIGHTOWER ADVISORS, LLC
2/13 STRATEGIC PARTNERS | XCEPTION ADVISORY GROUP | WOLF-COLLINS WEALTH MANAGEMENT | WISEHAUPT, BRAY ASSET MANAGEMENT | WHITE WEALTH MANAGEMENT | WHITE PINE WEALTH MANAGEMENT | WEALTHTRUST ADVISORS | VWG WEALTH MANAGEMENT | VIGILANT WEALTH MANAGEMENT | UNITED FIDUCIARY PARTNERS, LLC | UNITED FIDUCIARY ADVISORS, LLC | TWICKENHAM ADVISORS | TRUE WEALTH ADVISORY GROUP | TRESNAN FERST WEALTH ADVISORS | TREASURY PARTNERS | THREE BRIDGE WEALTH ADVISORS | THE THRUSH GROUP | THE RIKOON GROUP | THE RAND GROUP | THE OTTO GROUP | THE NULMAN GROUP | THE MORGIA GROUP | THE MCGUIRK & DE NEVI GROUP | THE LEVIN GROUP | THE LEVENTHAL GROUP | THE LERNER GROUP | THE KELLY & WOHLNER GROUP | THE HAUSBERG GROUP | THE G3 ADVISORY GROUP | THE DILLIG GROUP | THE DEGGELMAN/PARKER GROUP | THE BLANKE SCHEIN GROUP | THE BAHNSEN GROUP | THE ANDRIOLE GROUP | TEN CAPITAL WEALTH ADVISORS | TEAK TREE CAPITAL MANAGEMENT | SYNERGY CAPITAL SOLUTIONS | STRATA WEALTH PARTNERS | STRATA WEALTH MANAGEMENT | STEARNS FINANCIAL GROUP | SOMERSET ADVISORY | SMITH ANGLIN FINANCIAL | SIMMONS-WILKES INVESTMENT ADVISORS | SIMMONS INVESTMENT ADVISORS | SILLER & COHEN | SHAFFER WEALTH MANAGEMENT | SCHULTZ COLLINS | SCANNELL WEALTH MANAGEMENT GROUP | ROSENAU/PAUL GROUP | ROSE ADVISORS | RJ WEALTH MANAGEMENT | RESOURCE CONSULTING GROUP | RESOLUTE INDEPENDENT ADVISORS | RDM FINANCIAL GROUP | PRIVATE VISTA | PRESIDIO WEALTH PARTNERS | PDS WEALTH MANAGEMENT | PAGNATO-KARP GROUP | OSBORN, WILLIAMS, & DONOHOE | ONEARC CAPITAL ADVISORS | NUCLEUS ADVISORS | NATOMA WEALTH | MURRAY WEALTH MANAGEMENT | MORSE, TOWEY, WHITE & HOFFMAN | MORSE TOWEY & WHITE | MORGIA WEALTH MANAGEMENT | MOLNAR/NORDLICHT GROUP | MK WEALTH MANAGEMENT | MEYER CAPITAL GROUP | MATTHIAS KUHLMEY AT HIGHTOWER | MASTERSON, EMMA, & ASSOCIATES | LYON WEALTH MANAGEMENT, INC. | LYON WEALTH MANAGEMENT AT HIGHTOWER | LUMA WEALTH ADVISORS | LRG WEALTH ADVISORS | LOURDMURRAY | LOUIS WEALTH MANAGEMENT | LK WEALTH & ASSET MANAGEMENT | LINDBROOK CAPITAL | LEXINGTON WEALTH MANAGEMENT, INC. | LEXINGTON WEALTH MANAGEMENT | LEONETTI AND ASSOCIATES | LEGACY WEALTH ADVISORS | LCK WEALTH MANAGEMENT | LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT | KLEIN WEALTH MANAGEMENT | KELLY WEALTH MANAGEMENT | IRONGATE PARTNERS | INVESTMENT SECURITY GROUP | HWM ADVISORS | HUMMER MOWER ASSOCIATES | HT|TC WEALTH PARTNERS | HSW ADVISORS | HILL WEALTH MANAGEMENT | HIGHTOWER/THOMAS MCGUIRK | HIGHTOWER/THE BAPIS GROUP | HIGHTOWER/LYMAN GROUP | HIGHTOWER WESTCHESTER | HIGHTOWER WEALTH ADVISORS|ST. LOUIS | HIGHTOWER TEXAS | HIGHTOWER SPORTS AND ENTERTAINMENT | HIGHTOWER SIGNATURE WEALTH | HIGHTOWER SCOTTSDALE | HIGHTOWER OMAHA | HIGHTOWER NAPLES | HIGHTOWER LAS VEGAS | HIGHTOWER LAKEWATER | HIGHTOWER GREAT LAKES | HIGHTOWER GAYLE JOHNSON | HIGHTOWER FORT MYERS | HIGHTOWER BUFFALO | HIGHTOWER BETHESDA | HIGHTOWER BELLEVUE | HIGHTOWER AUSTIN | HIGHTOWER ADVISORS, LLC | HIGHTOWER | HIGHLAND PRIVATE WEALTH MANAGEMENT | HIERAX WEALTH PARTNERS | GREEN SQUARE WEALTH MANANGEMENT | FORTRESS WEALTH PLANNING | FISCHER STRALEM ADVISORS | FINANCIAL PRINCIPLES | FINANCIAL PLANNING AND INFORMATION SERVICES | FIDUCIARY PLAN ADVISORS | FEINBERG STEIN FINANCIAL SERVICES | FARR, MILLER AND WASHINGTON | FALCON WEALTH ADVISORS | FAIRPORT WEALTH | ENVISION FINANCIAL GROUP | EGAN WEALTH ADVISORS | DSG ADVISORS | DEGGELMAN/PARKER GROUP | DECHTMAN WEALTH MANAGEMENT | D3 WEALTH PARTNERS | CREST CAPITAL ADVISORS | COGNETIC CAPITAL ADVISORS | CLEAR PERSPECTIVE ADVISORS | CLARITY POINT FINANCIAL PARTNERS | CHARLES D. HYMAN & COMPANY | CAPITAL MANAGEMENT GROUP | OF NEW YORK | BOSTON HILL ADVISORS | BLUEROCK WEALTH MANAGEMENT | BLANKE SCHEIN WEALTH MANAGEMENT | BICKLING FINANCIAL SERVICES | BEL AIR INVESTMENT ADVISORS | ARGENT WEALTH MANAGEMENT | ANDERSON FINANCIAL GROUP @ HIGHTOWER | AMIDEI ROMANO GROUP | ALTIUM WEALTH MANAGEMENT | ALINE WEALTH MANAGEMENT | ALEXANDRIA CAPITAL | ACACIA WEALTH ADVISORS | 6 MERIDIAN
CRD#: 145323 / SEC#: 801-69625
RIA
Registered Investment Advisory firm - (10/3/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Current Firm
HIGHTOWER ADVISORS, LLC
2/13 STRATEGIC PARTNERS | XCEPTION ADVISORY GROUP | WOLF-COLLINS WEALTH MANAGEMENT | WISEHAUPT, BRAY ASSET MANAGEMENT | WHITE WEALTH MANAGEMENT | WHITE PINE WEALTH MANAGEMENT | WEALTHTRUST ADVISORS | VWG WEALTH MANAGEMENT | VIGILANT WEALTH MANAGEMENT | UNITED FIDUCIARY PARTNERS, LLC | UNITED FIDUCIARY ADVISORS, LLC | TWICKENHAM ADVISORS | TRUE WEALTH ADVISORY GROUP | TRESNAN FERST WEALTH ADVISORS | TREASURY PARTNERS | THREE BRIDGE WEALTH ADVISORS | THE THRUSH GROUP | THE RIKOON GROUP | THE RAND GROUP | THE OTTO GROUP | THE NULMAN GROUP | THE MORGIA GROUP | THE MCGUIRK & DE NEVI GROUP | THE LEVIN GROUP | THE LEVENTHAL GROUP | THE LERNER GROUP | THE KELLY & WOHLNER GROUP | THE HAUSBERG GROUP | THE G3 ADVISORY GROUP | THE DILLIG GROUP | THE DEGGELMAN/PARKER GROUP | THE BLANKE SCHEIN GROUP | THE BAHNSEN GROUP | THE ANDRIOLE GROUP | TEN CAPITAL WEALTH ADVISORS | TEAK TREE CAPITAL MANAGEMENT | SYNERGY CAPITAL SOLUTIONS | STRATA WEALTH PARTNERS | STRATA WEALTH MANAGEMENT | STEARNS FINANCIAL GROUP | SOMERSET ADVISORY | SMITH ANGLIN FINANCIAL | SIMMONS-WILKES INVESTMENT ADVISORS | SIMMONS INVESTMENT ADVISORS | SILLER & COHEN | SHAFFER WEALTH MANAGEMENT | SCHULTZ COLLINS | SCANNELL WEALTH MANAGEMENT GROUP | ROSENAU/PAUL GROUP | ROSE ADVISORS | RJ WEALTH MANAGEMENT | RESOURCE CONSULTING GROUP | RESOLUTE INDEPENDENT ADVISORS | RDM FINANCIAL GROUP | PRIVATE VISTA | PRESIDIO WEALTH PARTNERS | PDS WEALTH MANAGEMENT | PAGNATO-KARP GROUP | OSBORN, WILLIAMS, & DONOHOE | ONEARC CAPITAL ADVISORS | NUCLEUS ADVISORS | NATOMA WEALTH | MURRAY WEALTH MANAGEMENT | MORSE, TOWEY, WHITE & HOFFMAN | MORSE TOWEY & WHITE | MORGIA WEALTH MANAGEMENT | MOLNAR/NORDLICHT GROUP | MK WEALTH MANAGEMENT | MEYER CAPITAL GROUP | MATTHIAS KUHLMEY AT HIGHTOWER | MASTERSON, EMMA, & ASSOCIATES | LYON WEALTH MANAGEMENT, INC. | LYON WEALTH MANAGEMENT AT HIGHTOWER | LUMA WEALTH ADVISORS | LRG WEALTH ADVISORS | LOURDMURRAY | LOUIS WEALTH MANAGEMENT | LK WEALTH & ASSET MANAGEMENT | LINDBROOK CAPITAL | LEXINGTON WEALTH MANAGEMENT, INC. | LEXINGTON WEALTH MANAGEMENT | LEONETTI AND ASSOCIATES | LEGACY WEALTH ADVISORS | LCK WEALTH MANAGEMENT | LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT | KLEIN WEALTH MANAGEMENT | KELLY WEALTH MANAGEMENT | IRONGATE PARTNERS | INVESTMENT SECURITY GROUP | HWM ADVISORS | HUMMER MOWER ASSOCIATES | HT|TC WEALTH PARTNERS | HSW ADVISORS | HILL WEALTH MANAGEMENT | HIGHTOWER/THOMAS MCGUIRK | HIGHTOWER/THE BAPIS GROUP | HIGHTOWER/LYMAN GROUP | HIGHTOWER WESTCHESTER | HIGHTOWER WEALTH ADVISORS|ST. LOUIS | HIGHTOWER TEXAS | HIGHTOWER SPORTS AND ENTERTAINMENT | HIGHTOWER SIGNATURE WEALTH | HIGHTOWER SCOTTSDALE | HIGHTOWER OMAHA | HIGHTOWER NAPLES | HIGHTOWER LAS VEGAS | HIGHTOWER LAKEWATER | HIGHTOWER GREAT LAKES | HIGHTOWER GAYLE JOHNSON | HIGHTOWER FORT MYERS | HIGHTOWER BUFFALO | HIGHTOWER BETHESDA | HIGHTOWER BELLEVUE | HIGHTOWER AUSTIN | HIGHTOWER ADVISORS, LLC | HIGHTOWER | HIGHLAND PRIVATE WEALTH MANAGEMENT | HIERAX WEALTH PARTNERS | GREEN SQUARE WEALTH MANANGEMENT | FORTRESS WEALTH PLANNING | FISCHER STRALEM ADVISORS | FINANCIAL PRINCIPLES | FINANCIAL PLANNING AND INFORMATION SERVICES | FIDUCIARY PLAN ADVISORS | FEINBERG STEIN FINANCIAL SERVICES | FARR, MILLER AND WASHINGTON | FALCON WEALTH ADVISORS | FAIRPORT WEALTH | ENVISION FINANCIAL GROUP | EGAN WEALTH ADVISORS | DSG ADVISORS | DEGGELMAN/PARKER GROUP | DECHTMAN WEALTH MANAGEMENT | D3 WEALTH PARTNERS | CREST CAPITAL ADVISORS | COGNETIC CAPITAL ADVISORS | CLEAR PERSPECTIVE ADVISORS | CLARITY POINT FINANCIAL PARTNERS | CHARLES D. HYMAN & COMPANY | CAPITAL MANAGEMENT GROUP | OF NEW YORK | BOSTON HILL ADVISORS | BLUEROCK WEALTH MANAGEMENT | BLANKE SCHEIN WEALTH MANAGEMENT | BICKLING FINANCIAL SERVICES | BEL AIR INVESTMENT ADVISORS | ARGENT WEALTH MANAGEMENT | ANDERSON FINANCIAL GROUP @ HIGHTOWER | AMIDEI ROMANO GROUP | ALTIUM WEALTH MANAGEMENT | ALINE WEALTH MANAGEMENT | ALEXANDRIA CAPITAL | ACACIA WEALTH ADVISORS | 6 MERIDIAN
CRD#: 145323 / SEC#: 801-69625
RIA
Registered Investment Advisory firm - (10/3/2008 Approved)PREMIUM
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Contact information
Main Address
200 W. Madison St. Suite 2500, Chicago, IL 60606
Mailing Address
Phone number
(312) 962-3800
Established
Firm type
Fiscal year end
# of Employees
1,837
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 194,461 |
| AUM (Assets Under Management) | $ 164,789,471,551 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/02/2026 | ||
| 12/23/2025 | ||
| 11/26/2025 | ||
| 11/25/2025 | ||
| 11/24/2025 | ||
| 11/05/2025 | ||
| 10/28/2025 | ||
| 10/28/2025 | ||
| 09/29/2025 | ||
| 09/17/2025 | ||
| 09/15/2025 | ||
| 08/28/2025 | ||
| 01/28/2025 | ||
| 01/28/2025 | ||
| 01/28/2025 | ||
| 12/12/2024 | ||
| 12/06/2024 | ||
| 11/11/2024 | ||
| 10/25/2024 | ||
| 09/27/2024 | ||
| 09/26/2024 | ||
| 12/21/2023 | ||
| 12/19/2023 | ||
| 12/19/2023 | ||
| 12/19/2023 | ||
| 12/11/2023 | ||
| 11/20/2023 | ||
| 11/15/2023 | ||
| 11/08/2023 | ||
| 11/07/2023 | ||
| 10/30/2023 | ||
| 10/25/2023 |
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.
