KK
Kyle S. Klinger
CABIN ADVISORS
San Diego, CA 92101
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CRD#: 7092609
KK
Professional summary
Kyle Steven Klinger is a registered financial advisor currently at CABIN ADVISORS, LLC located in San Diego, California and CABIN SECURITIES, INC. located in San Diego, California.
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 5 firms and has passed the Series 63, Series 65, Series 7TO 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.
Client Direct Mortgage (Mortgage Solutions FCS Inc.) - 06/07/2024 - Residential mortgage loan originations as independent contractor; non-investment related activity; 5 hours dedicated to the activity with 2 hours occurring during market hours. Cabin Advisors dba Hawk Street Wealth; Investment Advisor Representative since July 2024; Full Time during market hours All securities activities done through and supervised by Cabin Securities Inc Member FINRA
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Steven Klinger'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®
NoneExperience
Current
July 24, 2024 - Present
CABIN ADVISORS, LLC
Office #1: 2445 5th Ave Ste 360, San Diego, CA 92101RIA
CRD#: 312547
San Diego, CA
Current
July 24, 2024 - Present
CABIN SECURITIES, INC.
Office #1: 2445 5th Ave Ste 360, San Diego, CA 92101BD
CRD#: 137608
San Diego, CA
Past
June 21, 2024 - August 1, 2024
ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC
BD
CRD#: 142619
THOMASVILLE, GA
Past
January 3, 2024 - August 1, 2024
AMB WEALTH, LLC
RIA
CRD#: 113106
San Diego, CA
Past
April 23, 2019 - January 3, 2024
COPLEY FINANCIAL GROUP, INC.
RIA
CRD#: 283070
SAN DIEGO, CA
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".
CA
CABIN ADVISORS, LLC
CABIN ADVISORS, LLC
CRD#: 312547 / SEC#: 801-132884
RIA
Registered Investment Advisory firm - (5/29/2025 Approved)Arizona
Registered Investment Advisory firm - (5/30/2025 Terminated)California
Registered Investment Advisory firm - (6/29/2025 Terminated)Indiana
Registered Investment Advisory firm - (6/2/2025 Terminated)Iowa
Registered Investment Advisory firm - (6/3/2025 Terminated)Kansas
Registered Investment Advisory firm - (5/30/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/30/2025 Terminated)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.RR
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
RR
California(7/24/2024)
IAR
California(7/24/2024)
RR
Colorado(7/24/2024)
RR
Minnesota(3/3/2025)
RR
New York(3/25/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/21/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CABIN ADVISORS, LLC
CABIN ADVISORS, LLC
CRD#: 312547 / SEC#: 801-132884
RIA
Registered Investment Advisory firm - (5/29/2025 Approved)Arizona
Registered Investment Advisory firm - (5/30/2025 Terminated)California
Registered Investment Advisory firm - (6/29/2025 Terminated)Indiana
Registered Investment Advisory firm - (6/2/2025 Terminated)Iowa
Registered Investment Advisory firm - (6/3/2025 Terminated)Kansas
Registered Investment Advisory firm - (5/30/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/30/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6240 W. 135th Street Suite 214, Overland Park, KS 66223
Mailing Address
Phone number
(913) 933-3351
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (34 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 561 |
| AUM (Assets Under Management) | $ 133,637,000 |
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.
