Kyle A. Souleyrette

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CRD#: 7267973

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kyle Alden Souleyrette was a registered financial professional .

Kyle is a previously registered financial professional and started their career in finance in 2020. Kyle had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

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.

07/2020- President of the Young Professionals Network in Elizabethtown. Not investment related. No compensation received. Less than 5% of time spent each month. 07/2020- Hardin County Extension Council. Not investment related. No compensation received. Less than 5% of time spent each month. 5/2021- Board member for Elizabethtown Police Foundations. Not investment related. No compensation received. Less than 1% of time spent each month. 07/2023 - Planning Commission of Elizabethtown, Kentucky. Not investment related. For compensation. Approximately 4 hours per month not during market hours 05/2023 - Lincoln Trail Area Development District, Not Investment Related, Kentucky, No compensation, Approximately 1 hour per month during trading hours 07/2023 - Elizabethtown Rotary Club, Not Investment Related, Kentucky, No compensation, Approximately 1 hour per month during trading hours 08/2020 - Insurance Agent for Multiple Carriers, Investment Related, Kentucky, For compensation, Approximately 1 hour per month during trading hours

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 7, 2020 - March 5, 2025

OWEN LARUE FINANCIAL GROUP

RIA

CRD#: 289436

ELIZABETHTOWN, KY

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".

OWEN LARUE FINANCIAL GROUP

OWEN LARUE FINANCIAL GROUP | OWEN LARUE, LLC

CRD#: 289436 / SEC#: 801-111041

RIA

Registered Investment Advisory firm - (8/24/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 7/3/2020

Uniform Investment Adviser Law Examination

Current Firm

OWEN LARUE FINANCIAL GROUP

OWEN LARUE FINANCIAL GROUP | OWEN LARUE, LLC

CRD#: 289436 / SEC#: 801-111041

RIA

Registered Investment Advisory firm - (8/24/2017 Approved)

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Contact information

Main Address

109 W. Poplar Street, Elizabethtown, KY 42701

Mailing Address

Phone number

(270) 769-9995

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/22/2025)

Regulatory assets under management

Total Number of Accounts	1,064
AUM (Assets Under Management)	$ 343,130,053

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.

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Kyle A. Souleyrette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OWEN LARUE FINANCIAL GROUP

Primary Firm SEC Registration

OWEN LARUE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2020

Current Firm

OWEN LARUE FINANCIAL GROUP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OWEN LARUE FINANCIAL GROUP

TRUST BUT VERIFY

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