CK
Chae H. Kyle
ASPEN CREEK WEALTH MANAGEMENT
Pensacola, FL 32583
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CRD#: 7881917
CK
Professional summary
Chae Hui Kyle, who also goes by Chae Hui Chon, is a registered financial advisor currently at ASPEN CREEK WEALTH MANAGEMENT, LLC located in Pensacola, Florida.
Chae is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Chae has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chae Hui Chon
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. Iron Plan Solutions Group, LLC; Investment-related; 8180 Pensacola Blvd Suite 207, Pensacola, FL 32534; Fixed index annuities and life insurance sales; CEO, Agent & Paraplanner; 6/01/2014; 120 hours per month; 100 hours during trading hours; Plan preparation and execution. Applications, Follow-up. Contract delivery and annual reviews. 2. Legal Shield; Investment-related; 8180 Pensacola Blvd Suite 207, Pensacola, FL 32534; LegalShield & ID Services; Associate; 10/01/2017; 3 hours per month; 0 hours during trading hours; Meeting prospects and signing them up for LegalShield or IDShield services.
CRS (Client Relationship Summary) - RIA
Click below to view Chae Hui Kyle'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 25, 2025 - Present
ASPEN CREEK WEALTH MANAGEMENT, LLC
Office #1: 8180 Pensacola Blvd. Suite 207, Pensacola, FL 32583RIA
CRD#: 160649
Pensacola, FL
Past
March 25, 2024 - October 14, 2024
INTEGRITY ADVISORY SOLUTIONS
RIA
CRD#: 288817
Pensacola, FL
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(6/25/2025)
Current Firm
AC
ASPEN CREEK WEALTH MANAGEMENT, LLC
ASPEN CREEK WEALTH MANAGEMENT, LLC | TYLER WEALTH MANAGEMENT, LLC | TYLER WEALTH MANAGEMENT
CRD#: 160649 / SEC#:
California
Registered Investment Advisory firm - (2/3/2021 Approved)Colorado
Registered Investment Advisory firm - (6/28/2018 Approved)Florida
Registered Investment Advisory firm - (6/23/2025 Approved)Idaho
Registered Investment Advisory firm - (2/16/2021 Approved)Louisiana
Registered Investment Advisory firm - (11/24/2020 Terminated)Montana
Registered Investment Advisory firm - (12/16/2022 Approved)New Jersey
Registered Investment Advisory firm - (5/16/2023 Approved)Oklahoma
Registered Investment Advisory firm - (5/17/2021 Approved)Texas
Registered Investment Advisory firm - (5/15/2012 Approved)Virginia
Registered Investment Advisory firm - (8/18/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
950 E State Highway 114 Ste. 160, Southlake, TX 76092
Mailing Address
Phone number
(817) 400-9905
Established
Firm type
Fiscal year end
# of Employees
13
Regulatory assets under management
| Total Number of Accounts | 95 |
| AUM (Assets Under Management) | $ 12,591,705 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
