Kyle O. Dover

2260 WEST

Bend, OR 97702

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CRD#: 7287155

Professional summary

Kyle O Dover, CFP® is a registered financial advisor currently at 2260 WEST located in Bend, Oregon.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kyle has worked at 1 firm .

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.

Name of other business: Patrick Casey & Co. LLP Whether the business is investment related: No Address: 796 SW Bradbury Way, Suite 101, Bend, OR 97702 Number of hours devoted to business: full-time Description of duties: CPA focused on tax compliance and preparation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle O Dover'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

October 7, 2020 - Present

2260 WEST

Office #1: 796 Sw Bradbury Way Suite 101, Bend, OR 97702

RIA

CRD#: 310460

Bend, OR

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

Oregon
(10/7/2020)

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

Current Firm

2260 WEST

2260 WEST | 2260 WEST, LLC

CRD#: 310460 / SEC#:

Oregon

Registered Investment Advisory firm - (10/7/2020 Approved)

Washington

Registered Investment Advisory firm - (1/2/2025 Approved)

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Contact information

Main Address

796 Sw Bradbury Way Ste 101, Bend, OR 97702

Mailing Address

Phone number

(541) 707-2260

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 8,474,469

Red Flags

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