Kyle Penders

DEFINING WEALTH

FRANKLIN, TN

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CRD#: 7523435

Professional summary

Kyle Penders is a registered financial advisor currently at DEFINING WEALTH located in Franklin, Tennessee.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kyle has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Penders'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®

None

Experience

Current

August 21, 2026 - Present

DEFINING WEALTH

RIA

CRD#: 328930

FRANKLIN, TN

Past

May 12, 2026 - June 16, 2026

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RIA

CRD#: 283004

Franklin, TN

Past

April 30, 2026 - June 16, 2026

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

Franklin, TN

Past

August 19, 2022 - February 10, 2026

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Nashville, TN

Past

June 10, 2022 - February 10, 2026

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Nashville, TN

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

Ohio
(8/23/2026)

IAR

Pennsylvania
(8/24/2026)

IAR

Tennessee
(8/21/2026)

IAR

Texas
(8/24/2026)

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 66

Date: 8/19/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/10/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/27/2022

Securities Industry Essentials Examination

Current Firm

DEFINING WEALTH

DEFINING WEALTH | REDWOOD WEALTH MANAGEMENT | FOCUSED FOUNDERS WEALTH PLANNING | DEFINING WEALTH PARTNERS LLC | DEFINING WEALTH PARTNERS

CRD#: 328930 / SEC#:

Michigan

Registered Investment Advisory firm - (12/12/2024 Approved)

Ohio

Registered Investment Advisory firm - (11/27/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/25/2025 Approved)

Tennessee

Registered Investment Advisory firm - (11/29/2023 Approved)

Texas

Registered Investment Advisory firm - (5/14/2024 Conditional Restricted)

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Contact information

Main Address

Franklin, TN

Mailing Address

Phone number

(615) 241-0835

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	161
AUM (Assets Under Management)	$ 8,214,135

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 Penders

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

DEFINING WEALTH

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/19/2022

Series 7TO

Date: 6/10/2022

SIE

Date: 4/27/2022

Current Firm

DEFINING WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DEFINING WEALTH

TRUST BUT VERIFY

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