KL
Kyre D. Lahtinen
SCHOLAR FINANCIAL ADVISING
Pfafftown, NC
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CRD#: 7601577
KL
Professional summary
Kyre Dane Lahtinen is a registered financial advisor currently at SCHOLAR FINANCIAL ADVISING, LLC located in Pfafftown, North Carolina.
Kyre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kyre has worked at 1 firm and has passed the Series 65 exam.
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.
1. Sole-Proprietor, DBA The Atapha Group 2. Not Investment-related 3. Private residence in Washington Township, OH 4. Business Consulting 5. President, sole-proprietor 6. August 2014 7. Average 2 hours/month 8. Average 1 hour/month during trading hours 9. Perform business and data analysis, including collection, processing, and communication of data or other strategic aspects of a firm's business 1. Wright State University 2. Not Investment-related 3. 3640 Colonel Glenn Hwy, Dayton, OH 45435 4. Education 5. Assistant and Associate Professor 6. August 2020 7. 10 hours per week 8. 5 hours per week during trading hours, flexible depending on the semester 9. Primarily responsible for teaching undergraduate and graduate finance courses, performing academic research, and providing service within the university. 1. Wake Forest University 2. Not Investment-related 3. 1834 Wake Forest Rd, Winston-Salem, NC 27109 4. Education 5. Visiting Associate Professor 6. July 2023 7. 40 hours per week 8. 25 hours per week during trading hours, flexible depending on the semester 9. Primarily responsible for teaching undergraduate and graduate finance courses, performing academic research, and providing service within the university.
CRS (Client Relationship Summary) - RIA
Click below to view Kyre Dane Lahtinen'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
August 10, 2022 - Present
SCHOLAR FINANCIAL ADVISING, LLC
RIA
CRD#: 298968
Pfafftown, NC
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".
SCHOLAR FINANCIAL ADVISING, LLC
SCHOLAR FINANCIAL ADVISING LLC | SCHOLAR FINANCIAL ADVISING, LLC
CRD#: 298968 / SEC#: 801-130382
RIA
Registered Investment Advisory firm - (5/28/2024 Approved)Alabama
Registered Investment Advisory firm - (6/3/2024 Terminated)California
Registered Investment Advisory firm - (7/3/2024 Terminated)Colorado
Registered Investment Advisory firm - (6/3/2024 Terminated)Florida
Registered Investment Advisory firm - (6/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (6/6/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/3/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/10/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (8/22/2019 Terminated)New York
Registered Investment Advisory firm - (6/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Ohio
Registered Investment Advisory firm - (6/3/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/5/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Texas
Registered Investment Advisory firm - (6/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (6/4/2024 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
North Carolina(8/10/2022)
IAR
Texas(1/5/2024)
Current Firm
SCHOLAR FINANCIAL ADVISING, LLC
SCHOLAR FINANCIAL ADVISING LLC | SCHOLAR FINANCIAL ADVISING, LLC
CRD#: 298968 / SEC#: 801-130382
RIA
Registered Investment Advisory firm - (5/28/2024 Approved)Alabama
Registered Investment Advisory firm - (6/3/2024 Terminated)California
Registered Investment Advisory firm - (7/3/2024 Terminated)Colorado
Registered Investment Advisory firm - (6/3/2024 Terminated)Florida
Registered Investment Advisory firm - (6/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (6/6/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/3/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/10/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (8/22/2019 Terminated)New York
Registered Investment Advisory firm - (6/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Ohio
Registered Investment Advisory firm - (6/3/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/5/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Texas
Registered Investment Advisory firm - (6/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (6/4/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
380 Knollwood Street Suite 410, Winston-salem, NC 27103
Mailing Address
Phone number
(336) 360-6833
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (21 States and Territories)
Red Flags
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