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KO

Kyle L. Otis

GREENWAY FINANCIAL
Farmington Hills, MI 48334
Some features on this profile are disabled
CRD#: 7584545
KO

Professional summary

Kyle Logan Otis is a registered financial advisor currently at GREENWAY FINANCIAL, LLC located in Farmington Hills, 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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 Logan Otis's CRS (Customer Relationship Summary).
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

July 1, 2022 - Present

GREENWAY FINANCIAL, LLC

Office #1: 31731 Northwestern Highway Suite 156w, Farmington Hills, MI 48334
RIA
CRD#: 288864
Farmington Hills, 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".
GF
GREENWAY FINANCIAL, LLC
GREENWAY FINANCIAL, LLC | RC WEALTH MANAGEMENT

CRD#: 288864 / SEC#: 801-132476

RIA
Registered Investment Advisory firm - (4/18/2025 Approved)
Michigan
Registered Investment Advisory firm - (10/13/2025 Termination Requested)

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
Michigan
(7/1/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/15/2022
Uniform Investment Adviser Law Examination

Current Firm

GF
GREENWAY FINANCIAL, LLC
GREENWAY FINANCIAL, LLC | RC WEALTH MANAGEMENT

CRD#: 288864 / SEC#: 801-132476

RIA
Registered Investment Advisory firm - (4/18/2025 Approved)
Michigan
Registered Investment Advisory firm - (10/13/2025 Termination Requested)
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Contact information

Main Address
31731 Northwestern Highway Suite 156w, Farmington Hills, MI 48334
Mailing Address
Phone number
(248) 851-2727
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts227
AUM (Assets Under Management)$ 137,751,384

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.

Company Information

GREENWAY FINANCIAL, LLC

CRD#: 288864Farmington Hills, MI 48334

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