KR
Kyle M. Redd
VERTIS WEALTH
Kalamazoo, MI 49007
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CRD#: 7574084
KR
Professional summary
Kyle Michael-david Redd, who also goes by Kyle Redd, is a registered financial advisor currently at VERTIS WEALTH, LLC located in Kalamazoo, Michigan.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kyle has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Redd
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) INSURANCE AGENT - 3/2014 TO PRESENT. INVESTMENT RELATED. 314 NEWMAN ST., EAST TAWAS, MI 48730. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND 80% OF TIME ON THIS ACTIVITY, ALL DURING NORMAL TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Michael-david Redd'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
June 16, 2022 - Present
VERTIS WEALTH, LLC
Office #1: 107 W. Michigan Ave. Unit 3, Kalamazoo, MI 49007RIA
CRD#: 307270
Kalamazoo, MI
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".
VW
VERTIS WEALTH, LLC
TRIFOUND ADVISORY LLC | VERTIS WEALTH, LLC | TRIFOUND ADVISORY, LLC
CRD#: 307270 / SEC#: 801-132579
RIA
Registered Investment Advisory firm - (4/28/2025 Approved)Alabama
Registered Investment Advisory firm - (5/27/2025 Terminated)Arkansas
Registered Investment Advisory firm - (5/29/2025 Terminated)Florida
Registered Investment Advisory firm - (5/27/2025 Terminated)Georgia
Registered Investment Advisory firm - (5/28/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/27/2025 Terminated)Indiana
Registered Investment Advisory firm - (5/28/2025 Terminated)Michigan
Registered Investment Advisory firm - (6/5/2025 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/28/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/27/2025 Terminated)Texas
Registered Investment Advisory firm - (5/27/2025 Terminated)Washington
Registered Investment Advisory firm - (6/27/2025 Terminated)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
Florida(9/27/2023)
IAR
Michigan(6/16/2022)
IAR
Pennsylvania(8/22/2023)
IAR
Texas(5/8/2023)
IAR
Washington(8/22/2023)
Current Firm
VW
VERTIS WEALTH, LLC
TRIFOUND ADVISORY LLC | VERTIS WEALTH, LLC | TRIFOUND ADVISORY, LLC
CRD#: 307270 / SEC#: 801-132579
RIA
Registered Investment Advisory firm - (4/28/2025 Approved)Alabama
Registered Investment Advisory firm - (5/27/2025 Terminated)Arkansas
Registered Investment Advisory firm - (5/29/2025 Terminated)Florida
Registered Investment Advisory firm - (5/27/2025 Terminated)Georgia
Registered Investment Advisory firm - (5/28/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/27/2025 Terminated)Indiana
Registered Investment Advisory firm - (5/28/2025 Terminated)Michigan
Registered Investment Advisory firm - (6/5/2025 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/28/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/27/2025 Terminated)Texas
Registered Investment Advisory firm - (5/27/2025 Terminated)Washington
Registered Investment Advisory firm - (6/27/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
107 W. Michigan Ave. Unit 3, Kalamazoo, MI 49007
Mailing Address
Phone number
(774) 874-3686
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,850 |
| AUM (Assets Under Management) | $ 115,077,651 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VERTIS WEALTH, LLC
CRD#: 307270Kalamazoo, MI 49007TRUST BUT VERIFY
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