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Kyle Hamilton Milfeld

Kyle H. Milfeld

QUEEQUEG & MUNGER | Financial Advisor
St. Genevieve, MO 63670
CRD#: 7203475
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Kyle Hamilton Milfeld
Kyle Hamilton MilfeldQUEEQUEG & MUNGER

Professional summary

Kyle Hamilton Milfeld, who also goes by Kyle Milfeld, Kyle Hamilton Milfield, is a registered financial advisor currently at QUEEQUEG & MUNGER, LLC located in St. Genevieve, Missouri and PRIVATE CLIENT SERVICES, LLC located in St. Genevieve, Missouri.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Kyle has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

What are your service offerings?
Insurance
Investments
Wealth Preservation Strategies
Are you a "fiduciary"?
Yes

Aliases

Kyle Milfeld | Kyle Hamilton Milfield

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

May 1, 2026 - Present

QUEEQUEG & MUNGER, LLC

Office #1: 39 N Main Street, St. Genevieve, MO 63670
RIA
CRD#: 341573
St. Genevieve, MO
Current

May 1, 2026 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 39 N Main Street, St. Genevieve, MO 63670
RIA
BD
CRD#: 120222
St. Genevieve, MO
Past

June 11, 2020 - May 19, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Clayton, MO
Past

February 10, 2020 - May 19, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Clayton, MO

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
Illinois
(5/1/2026)
RR
Missouri
(5/1/2026)
IAR
Missouri
(5/1/2026)
IAR
Texas
(5/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/10/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/26/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/10/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

Q&
QUEEQUEG & MUNGER, LLC
QUEEQUEG & MUNGER, LLC

CRD#: 341573 / SEC#: 801-135904

RIA
Registered Investment Advisory firm - (4/22/2026 120-Day Approval)
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Contact information

Main Address
610 Collins Drive, Festus, MO 63028
Mailing Address
Phone number
(314) 607-4821
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR QUEEQUEG & MUNGER, LLC (3/20/2026)
0

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.

Company Information

QUEEQUEG & MUNGER, LLC

Financial AdvisorCRD#: 341573St. Genevieve, MO 63670

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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