Kyle D. Kues
Professional summary
Kyle Dean Kues, CFP® is a registered financial advisor currently at SNOWCAP FINANCIAL located in Castle Rock, Colorado.
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, Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Dean Kues's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
June 9, 2021 - Present
SNOWCAP FINANCIAL
July 31, 2018 - June 1, 2021
SECURITIES AMERICA ADVISORS, INC.
July 30, 2018 - June 1, 2021
SECURITIES AMERICA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/9/2021)
(10/10/2023)
(8/4/2021)
(6/14/2021)
Exams
Series 6TO
Date: 7/1/2022
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
SNOWCAP FINANCIAL
CRD#: 313353 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 10,235,811 |
Red Flags
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