Kyler W. Klingenberg
Professional summary
Kyler Wayne Klingenberg, who also goes by Kyler Klingenberg, is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Nashville, Illinois and PRIVATE CLIENT SERVICES, LLC located in Nashville, Illinois.
Kyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Kyler has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kyler Wayne Klingenberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 31, 2024 - Present
ASSUREDPARTNERS INVESTMENT ADVISORS
Office #1: 9627 Wall St., Nashville, IL 62263July 31, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 9627 Wall St, Nashville, IL 62263July 5, 2022 - August 2, 2024
KESTRA ADVISORY SERVICES, LLC
March 4, 2022 - August 2, 2024
KESTRA INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550 / SEC#: 801-117771
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/31/2024)
(7/31/2024)
Exams
Series 7TO
Date: 3/4/2022
General Securities Representative ExaminationFINRA
Current Firm
ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550 / SEC#: 801-117771
Contact information
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,759 |
| AUM (Assets Under Management) | $ 3,251,947,155 |
Red Flags
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