Kyle Kinnamon

KINNAMON & ASSOCIATES LTD II

BARRINGTON, IL 60010

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CRD#: 6981994

Professional summary

Kyle Kinnamon, who also goes by Kyle Anthony O'connell Kinnamon, Kyle Anthony O'connell, Kyle Anthony Oconnell, is a registered financial advisor currently at KINNAMON & ASSOCIATES LTD II located in Barrington, Illinois and CETERA FINANCIAL SPECIALISTS LLC located in Barrington, Illinois.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Kyle has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Anthony O'connell Kinnamon | Kyle Anthony O'connell | Kyle Anthony Oconnell

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.

1)KINNAMON & ASSOCIATES LTD DBA KINNAMON ACCOUNTING SERVICE, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, ACCOUNTING & TAX FIRM, TAX PREPARER, PUT TOGETHER RETURNS FOR CLIENTS IN ADDITION TO MONTHLY BUSINESS ACCOUNTING, SINCE 06/2018, 40H/WEEK 2)NAME OF OTHER BUSINESS: KINNAMON & ASSOCIATES LTD II ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY BUSINESS ; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE / FINANCIAL PLANNER ; START DATE: 06/2019 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING & ASSET MANAGEMENT 2)HEALTH INSURANCE, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, SALES OF HEALTH INSURANCE 3)NOTARY PUBLIC, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, NOTARIZE DOCUMENTS FOR CLIENTS, SINCE 08/2018, 10 MIN/WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Kinnamon'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

June 28, 2019 - Present

KINNAMON & ASSOCIATES LTD II

Office #1: 217 N Northwest Hwy, Barrington, IL 60010

RIA

CRD#: 106701

BARRINGTON, IL

Current

January 3, 2019 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: C/o Kinnamon Accounting Serv. 217 North Northwest Highway, Barrington, IL 60010-3348

CRD#: 10358

Barrington, IL

Past

May 23, 2019 - May 23, 2019

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

BARRINGTON, 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/2/2025)

Florida
(7/7/2023)

Illinois
(5/23/2019)

IAR

Illinois
(6/28/2019)

Iowa
(12/16/2024)

Wisconsin
(3/10/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/22/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/3/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/19/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

KINNAMON & ASSOCIATES LTD II

CRD#: 106701 / SEC#: 801-39071

RIA

Registered Investment Advisory firm - (2/22/2012 Terminated)

Illinois

Registered Investment Advisory firm - (2/8/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

217 N. Northwest Hwy, Barrington, IL 60010

Mailing Address

Phone number

(847) 381-1053

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	387
AUM (Assets Under Management)	$ 99,060,049

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 Kinnamon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KINNAMON & ASSOCIATES LTD II

CETERA FINANCIAL SPECIALISTS LLC

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/22/2019

Series 7TO

Date: 1/3/2019

SIE

Date: 11/19/2018

FINRA

Current Firm

KINNAMON & ASSOCIATES LTD II

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KINNAMON & ASSOCIATES LTD II

TRUST BUT VERIFY

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