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Kyle Ivan Arnold

WEST ARBOR SOLUTIONS
PETOSKEY, MI
·CRD# 7306737·6 years experience

Professional Summary

Kyle Ivan Arnold is a registered financial advisor currently at WEST ARBOR SOLUTIONS, LLC located in Petoskey, Michigan. Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kyle has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

WEST ARBOR SOLUTIONS, LLC·CRD# 320961
RIA
Petoskey, MI
February 22, 2024 - Present
HORTER INVESTMENT MANAGEMENT, LLC·CRD# 119880
RIA
Williamsburg, MI
October 27, 2020 - September 22, 2023

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Current Firm

WA
WEST ARBOR SOLUTIONS, LLC

WEST ARBOR SOLUTIONS, LLC

CRD#: 320961
Indiana
Registered Investment Advisory firm - Indiana (8/3/2026 Approved)
Michigan
Registered Investment Advisory firm - Michigan (4/5/2022 Approved)
Texas
Registered Investment Advisory firm - Texas (4/8/2024 Conditional Restricted)

Contact Information

Main Address

Petoskey, MI

Phone Number

(260) 415-1495

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

170

AUM (Assets Under Management)

$23,680,000

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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 Name of the other business: Kyle Arnold Investments Investment Related: Yes Address of other business: 8533 Angell Rd., Williamsburg, MI 49690 Nature of other business: Life Insurance Your position: Owner/Insurance Agent Start Date: 12/2020 How many hours you devote to the other business per month: 42 How many hours you devote to the other business during securities trading hours: 35 Briefly describe your duties: life insurance/annuities sales and service

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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.
IAR
Indiana
(8/3/2026)
IAR
Michigan
(2/22/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2020About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Kyle Ivan Arnold's CRS (Customer Relationship Summary).

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