KB
Kyle B. Beissel
FAITHWARD ADVISORS
Lancaster, PA 17601
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CRD#: 6779442
KB
Professional summary
Kyle Brandon Beissel, CFP®, who also goes by Kyle Beissel, is a registered financial advisor currently at FAITHWARD ADVISORS, LLC located in Lancaster, Pennsylvania.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kyle has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Beissel
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.
Savant acquired the assets of Domani Wealth an RIA on 05/09/2023. Mr. Beissel is and will be a Senior Associate Wealth Advisor for Domani Wealth during the transition period. At that time, the registration for Domani Wealth will be withdrawn.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Brandon Beissel'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®
Start date: 2021
Experience
Current
April 23, 2024 - Present
FAITHWARD ADVISORS, LLC
Office #1: 275 Hess Boulevard Suite 100, Lancaster, PA 17601RIA
CRD#: 116978
Lancaster, PA
Past
May 12, 2023 - April 9, 2024
SAVANT WEALTH MANAGEMENT
RIA
CRD#: 107271
York, PA
Past
June 1, 2018 - August 4, 2023
DOMANI WEALTH, LLC
RIA
CRD#: 174303
York, PA
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".
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC
CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - (9/19/2002 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
Maryland(4/23/2024)
IAR
New Jersey(5/6/2024)
IAR
Pennsylvania(4/23/2024)
IAR
Virginia(4/23/2024)
Current Firm
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC
CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - (9/19/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
275 Hess Boulevard Suite 100, Lancaster, PA 17601
Mailing Address
Phone number
(717) 560-8300
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,052 |
| AUM (Assets Under Management) | $ 906,004,988 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 12/26/2024 | ||
| 09/28/2023 | ||
| 01/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FAITHWARD ADVISORS, LLC
CRD#: 116978Lancaster, PA 17601TRUST BUT VERIFY
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