KB
Kyler S. Baird
NORTHFORT FINANCIAL
Defiance, OH
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CRD#: 7926008
KB
Professional summary
Kyler Scott Baird is a registered financial advisor currently at NORTHFORT FINANCIAL, 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.
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.
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®
NoneExperience
Current
August 29, 2025 - Present
NORTHFORT FINANCIAL, 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)
Current Firm
NF
NORTHFORT FINANCIAL, LLC
BRISKEY FINANCIAL SERVICES, LLC | NORTHFORT FINANCIAL, LLC
CRD#: 143916 / SEC#: 801-135600
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)PREMIUM
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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
4
Regulatory assets under management
| Total Number of Accounts | 929 |
| AUM (Assets Under Management) | $ 118,622,569 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
