Kyle P. Grevengoed

320 LIFE FINANCIAL PLANNING

Holland, MI

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CRD#: 7078212

Professional summary

Kyle Peter Grevengoed is a registered financial advisor currently at 320 LIFE FINANCIAL PLANNING located in Holland, Michigan.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kyle has worked at 2 firms and has passed the Series 65 and SIE 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.

I am the Founder and Director of Living Hope Camping Foundation, Inc. (501c3) Living Hope is not investment related and the address is 520 Butternut Dr Suite 8 #118, Holland, MI 49424. Living Hope provides help for families and individual by providing funding to attend camp, conferences, and other similar educational and networking opportunities. I only devote about 5 hours a year to this business at most.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Peter Grevengoed'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

January 24, 2025 - Present

320 LIFE FINANCIAL PLANNING

RIA

CRD#: 300987

Holland, MI

Past

August 29, 2023 - December 13, 2024

ALIGHT FINANCIAL ADVISORS, LLC

RIA

CRD#: 158744

Holland, MI

Past

August 5, 2019 - August 28, 2023

320 LIFE FINANCIAL PLANNING

RIA

CRD#: 300987

SPEARFISH, SD

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

Michigan
(1/24/2025)

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 65

Date: 9/11/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/3/2024

Securities Industry Essentials Examination

Current Firm

320 LIFE FINANCIAL PLANNING

320 LIFE | 320 LIFE, LLC | 320 LIFE FINANCIAL PLANNING | 320 LIFE FINANCIAL CONSULTING, LLC

CRD#: 300987 / SEC#:

Michigan

Registered Investment Advisory firm - (1/24/2025 Approved)

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Contact information

Main Address

Holland, MI

Mailing Address

520 Butternut Dr Unit 8. #118, Holland, MI 49424

Phone number

(616) 259-6315

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kyle P. Grevengoed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

320 LIFE FINANCIAL PLANNING

ALIGHT FINANCIAL ADVISORS, LLC

320 LIFE FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2018

SIE

Date: 6/3/2024

Current Firm

320 LIFE FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

320 LIFE FINANCIAL PLANNING

TRUST BUT VERIFY

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