Years of Experience
5-20+ Years
AUSTIN, TX
0 Disclosures
ADVISOR BIO
Kyle Reese started Sprout Capital Management to help busy professionals gain peace of mind over their finances. Through planning and approaching investment risk head-on, Kyle helps his clients focus on what is most important to achieve their financial goals. Kyle pursued an early career as a commodities trader at Citigroup, and as a quantitative research analyst for Fortune 500 energy companies and a hedge fund. Kyle continues to lean on his wealth of experience, such as risk management and portfolio construction, when working with clients to manage their finances. Kyle received an MBA from the McCombs School of Business at the University of Texas in Austin. Before that, Kyle received a Bachelor of Science in Mechanical Engineering from Oregon State University. Kyle lives in Austin, Texas. When he is not working, he is helping his wife chase around their two young children.
SPECIALIZATIONS
AUSTIN, TX
0 Disclosures
ADVISOR BIO
Laura Redfern is a financial advisor with Shadowridge Asset Management, LLC in Austin, TX. Laura has been working in the financial industry since 2002. Laura is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Financial Transitionist. Laura specializes in financial planning, retirement consultations, and portfolio management for both individuals and small business owners. Shadowridge Asset Management, LLC provides financial planning, portfolio management, pension consulting, and a selection of other advisory services.
SPECIALIZATIONS
AUSTIN, TX
5 Years Experience
0 Disclosures
ADVISOR BIO
Bruce Magnum Hull is a financial advisor currently registered with Lion Street Advisors, LLC, a firm headquartered in Austin, TX. Bruce is a licensed investment advisor with a Series 63 and 6TO registration. Bruce also holds the SIE license. Bruce's previous experience includes employment at Pruco Securities, LLC, where he specialized in investment company products/variable contracts. Bruce currently serves clients from both the Sunbury, OH and Austin, TX offices.
SPECIALIZATIONS
Austin, TX
15 Years Experience
0 Disclosures
ADVISOR BIO
David Christopher Simmons is an investment advisor representative at State Farm Investment Management Corp.. David Simmons has been in the securities industry since January 17, 2010. David Simmons is registered with the state of Texas and Louisiana and has a Series 6, Series 63, Series 65, and SIE license. David Simmons is also the owner and an agent of David Simmons's Insurance Agency.
SPECIALIZATIONS
Austin, TX
5 Years Experience
0 Disclosures
ADVISOR BIO
Luke Skifich is a financial advisor registered with Morgan Stanley in Austin, TX. Luke has been a registered representative for over a year and has experience in the financial services industry for over 4 years. Luke holds Series 66, Series 7TO and SIE licenses. Luke is also a Certified Financial Planner and a Chartered Financial Consultant. Luke specializes in providing financial planning, investment advice and asset allocation to individuals, businesses, investment companies, charitable organizations and insurance companies. Luke works with a wide range of clients and provides a comprehensive range of financial services, including financial planning, investment management, and retirement planning.
SPECIALIZATIONS
Austin, TX
6 Years Experience
0 Disclosures
ADVISOR BIO
Jonathan Soto is a financial advisor with over 6 years of experience in the industry. Jonathan is currently registered with MML Investors Services, LLC. Jonathan has previously been registered with NYLIFE SECURITIES LLC. Jonathan has passed the Series 6, Series 63, Series 6TO, SIE exams. Jonathan also holds the no known designation. Jonathan specializes in 1, 2, 3, 4, 5, 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
SPECIALIZATIONS
AUSTIN, TX
0 Disclosures
ABOUT FIRM
Stellaris Capital Management LLC is an investment firm with a website at https://stellaris.capital. The firm provides services to a variety of clients, including high-net-worth individuals, investment companies, and other investment advisors.
SPECIALIZATIONS
No specializations listed.
LOS ANGELES, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Kyle King is a financial advisor with over 6 years of experience in the industry. Kyle is currently registered with Northwestern Mutual Investment Services, LLC. Kyle has previously been registered with a variety of firms over their career. Kyle has passed the Series 10, Series 6, Series 63, Series 7TO, Series 9, Series 99TO, SIE exams. Kyle also holds the Series 10, Series 9 designation. Kyle specializes in brokerage services, assisting clients with investment strategies and market analysis.
SPECIALIZATIONS
TALLAHASSEE, FL
4 Years Experience
0 Disclosures
ADVISOR BIO
Austin Mall is a registered representative with Morgan Stanley. Austin is licensed in 35 states, has a Series 7TO and a Series 66 license, and has been in the financial industry since July 2020. Austin has a special focus on helping individuals, businesses, and institutions achieve their financial goals. Austin is also a life coach and motivational speaker, and enjoys helping people achieve their full potential.
SPECIALIZATIONS
0 Disclosures
ADVISOR BIO
SPECIALIZATIONS
