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KB

Kyler S. Baird

BRISKEY FINANCIAL SERVICES
Defiance, OH
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CRD#: 7926008
KB

Professional summary


Kyler Scott Baird is a registered financial advisor currently at BRISKEY FINANCIAL SERVICES, LLC located in Defiance, Ohio.

Kyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kyler 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.
Baird's Local Honey, currently located at 3218 Huber Road, Hicksville, OH 43526, is an agricultural business (not investment-related) focused solely on beekeeping and selling products derived from honeybees. Hives of bees are managed, and products such as honey and beeswax are sold year-round. I am the 100% owner/operator of Baird's Local Honey since April 2021, which is a private company and not publicly traded. On average, I spend about 10 to 12 hours per month working in the business, which fluctuate depending on the season. Most of these hours are outside of securities trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kyler Scott Baird'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 29, 2025 - Present

BRISKEY FINANCIAL SERVICES, LLC

RIA
CRD#: 143916
Defiance, OH

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
(9/22/2025)
IAR
Indiana
(8/29/2025)
IAR
Michigan
(8/29/2025)
IAR
Ohio
(9/11/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/21/2025
Uniform Investment Adviser Law Examination

Current Firm


BF
BRISKEY FINANCIAL SERVICES, LLC
BRISKEY FINANCIAL SERVICES, LLC | NORTHFORT FINANCIAL, LLC

CRD#: 143916 / SEC#:

Florida
Registered Investment Advisory firm - (10/12/2017 Approved)
Indiana
Registered Investment Advisory firm - (1/13/2011 Approved)
Michigan
Registered Investment Advisory firm - (11/18/2010 Approved)
Ohio
Registered Investment Advisory firm - (5/10/2007 Approved)
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Contact information


Main Address
Defiance, OH
Mailing Address
Phone number
(419) 636-2020
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts969
AUM (Assets Under Management)$ 108,672,348

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


BRISKEY FINANCIAL SERVICES, LLC

CRD#: 143916Defiance, OH

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