KP
Kyle H. Perry
CHANDLER ASSET MANAGEMENT
Denver, CO 80202
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CRD#: 7304274
KP
Professional summary
Kyle Harry Perry, who also goes by Kyle Perry, is a registered financial advisor currently at CHANDLER ASSET MANAGEMENT INC located in Denver, Colorado.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kyle has worked at 4 firms and has passed the Series 66, Series 6TO, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Perry
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.
1) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE AGENT SINCE 01/01/2021; FULL-TIME SELLING INSURANCE; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 2) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE. 3) Idaho Farm Bureau Financial Services - Referral fees. Not investment related. May receive compensation for referrals made to Idaho Farm Bureau Financial Services. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours. 4) Lake Pond School District; Not investment related; 901 Triangle Dr, Ponderoy, ID 83852; Assistant Coach; 2/28/2021; 10-13 hrs/week; 7 hrs during trading; 5-6 days a week show up for 2-3 hours to teach kids to play football/baseball.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Harry Perry'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
October 8, 2024 - Present
CHANDLER ASSET MANAGEMENT INC
Office #1: 1875 Lawrence St Suite 920, Denver, CO 80202Office #2: 9255 Towne Centre Drive Suite 600, San Diego, CA 92121RIA
CRD#: 107287
Denver, CO
Past
June 27, 2024 - July 4, 2024
FINALIS SECURITIES LLC
BD
CRD#: 305908
NEW YORK, NY
Past
May 17, 2022 - June 6, 2023
FBL WEALTH MANAGEMENT, LLC
RIA
CRD#: 291396
WEST DES MOINES, IA
Past
December 21, 2021 - June 6, 2023
FBL MARKETING SERVICES, LLC
BD
CRD#: 5309
Sandpoint, ID
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
CHANDLER ASSET MANAGEMENT INC
CHANDLER ASSET MANAGEMENT INC | N/A
CRD#: 107287 / SEC#: 801-44378
RIA
Registered Investment Advisory firm - (7/22/1993 Approved)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
California(10/8/2024)
IAR
Colorado(10/9/2024)
IAR
Nevada(10/9/2024)
IAR
Oregon(10/14/2024)
IAR
Washington(10/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 12/21/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CA
CHANDLER ASSET MANAGEMENT INC
CHANDLER ASSET MANAGEMENT INC | N/A
CRD#: 107287 / SEC#: 801-44378
RIA
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Contact information
Main Address
9255 Towne Centre Drive Suite 600, San Diego, CA 92121
Mailing Address
Phone number
(858) 546-3737
Established
Firm type
Fiscal year end
# of Employees
52
SEC notice filing (44 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,049 |
| AUM (Assets Under Management) | $ 41,582,938,832 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
