Kyle H. Milfeld

QUEEQUEG & MUNGER | Financial Advisor

St. Genevieve, MO 63670

CRD#: 7203475

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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

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

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.

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

Illinois
(5/1/2026)

Missouri
(5/1/2026)

IAR

Missouri
(5/1/2026)

IAR

Texas
(5/1/2026)

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 65

Date: 6/10/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/26/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/10/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/2/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

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

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

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

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Kyle H. Milfeld

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

QUEEQUEG & MUNGER, LLC

PRIVATE CLIENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/10/2020

Series 63

Date: 5/26/2020

Series 7TO

Date: 2/10/2020

SIE

Date: 1/2/2020

FINRA

Current Firm

QUEEQUEG & MUNGER, LLC

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

QUEEQUEG & MUNGER, LLC

TRUST BUT VERIFY

Contact information

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