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
45 Years Experience
0 Disclosures
ADVISOR BIO
Kenneth Morris is a financial advisor with over 40 years of experience in the financial services industry. Kenneth has held positions at a number of firms, including VestAx Securities Corporation, The Equitable Life Assurance Society of the United States, Mutual Service Corporation, and Equico Securities, Inc. Kenneth currently works as a Registered Representative and Investment Advisor Representative for Kestra Advisory Services, LLC. Kenneth is registered with the state of Michigan as an Investment Advisor Representative and holds FINRA Series 1, 7, 24, and 63 licenses. Kenneth is also a Chartered Financial Consultant (ChFC). Kenneth's areas of specialization include financial planning, investment management, and insurance. Kenneth is committed to providing his clients with personalized financial advice and guidance.
SPECIALIZATIONS
CHARLOTTESVILLE, VA
45 Years Experience
0 Disclosures
ADVISOR BIO
Fred Austin Newsom is a financial advisor with LPL Financial LLC and has been in the industry since January 19, 1980. Fred Newsom is registered with the state of Virginia as an investment advisor representative, as well as Texas as a resident investment advisor representative. Fred Newsom has been registered with FINRA as a registered representative since March 1, 1999. Prior to joining LPL Financial LLC, Fred Newsom worked at NationsBanc Investments, Inc. and NationsSecurities. Fred Newsom specializes in working with individuals, corporations, pension and profit sharing plans, charitable organizations, and high-net-worth individuals. Fred Newsom provides advisory services such as financial planning, pension consulting, and portfolio management.
SPECIALIZATIONS
AUSTIN, TX
0 Disclosures
ADVISOR BIO
Donna Smith is a financial professional with over 30 years of experience. Donna has been active in the industry since 1979 and has held positions at several firms including Nathan & Lewis Securities, Inc., MONY Securities Corp., The Mutual Life Insurance Company of New York, Walnut Street Securities, Inc. and Cetera Advisor Networks LLC. Donna is currently a registered representative of Kestra Advisory Services, LLC, and specializes in providing financial planning and investment advisory services to individuals, businesses, high-net-worth clients, charitable organizations, pension plans, and insurance companies.
SPECIALIZATIONS
AUSTIN, TX
46 Years Experience
0 Disclosures
ADVISOR BIO
Michael Foreman is a financial advisor with Wells Fargo Clearing Services, LLC. Michael is based in Austin, TX. Michael has been in the financial services industry for over 40 years and has a broad range of experience serving the needs of his clients. Michael is registered to provide financial advice in Arizona, California, Hawaii, Illinois, Michigan, Minnesota, Nevada, New York, South Carolina, Texas, and Washington. Michael holds both Series 7 and Series 63 securities licenses, and the Series 65 license for Investment Advisor Representatives. Michael is a trusted advisor to his clients who appreciate his expertise in a range of financial matters.
SPECIALIZATIONS
AUSTIN, TX
46 Years Experience
0 Disclosures
ADVISOR BIO
M C Tyer is a financial advisor with over 40 years of experience in the financial services industry. M C Tyer is currently registered with Ameriprise Financial Services, LLC and has been registered with this firm since 1986. Prior to joining Ameriprise, M C Tyer was registered with IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC. M C Tyer holds several licenses including Series 66, Series 4, Series 51, Series 24, Series 6TO, Series 22TO, Series 7, and Series 1. M C Tyer is also a registered representative in 22 states.
SPECIALIZATIONS
AUSTIN, TX
0 Disclosures
ADVISOR BIO
Carl Stuart is an investment advisor representative with Carl Stuart Investment Advisor, Inc. Carl has been working in the financial industry since 1979. Carl's primary focus is portfolio management for individuals and pension consulting. Carl's firm manages approximately $515 million in client assets. Carl has worked previously at RAYMOND JAMES FINANCIAL SERVICES, INC., RAUSCHER PIERCE REFSNES, INC., KIDDER, PEABODY & CO. INCORPORATED, and ROTAN MOSLE INC. Carl is registered with the state of Texas.
SPECIALIZATIONS
Austin, TX
0 Disclosures
ADVISOR BIO
Douglas Merle Angstrom is an investment advisor representative with Intercontinental Real Estate Corp. located in Austin, TX. Douglas has been in the industry for over 30 years and has held various roles at different firms including Bou stead Securities, LLC, Calton & Associates, Inc., Choice Investments, Inc., Goldman, Sachs & Co., Sanford C. Bernstein & Co., LLC, and Sanford C. Bernstein & Co., Inc. Douglas has a wealth of experience in the financial services industry and is a Chartered Financial Analyst. Douglas is registered in Texas as an investment advisor representative.
SPECIALIZATIONS
OAK BROOK, IL
46 Years Experience
0 Disclosures
ADVISOR BIO
Henry Austin Swan is a financial advisor currently registered with Equitable Advisors, LLC. Henry has been in the financial industry since 1978 and has experience working at The Equitable Life Assurance Society of the United States and EQUICO SECURITIES, INC. Henry is licensed to offer services in Illinois, Indiana, and Texas. Henry is a Series 65, 63, 53, 24, 26, 22TO, 6TO, SIE, 7, and 1 licensed advisor.
SPECIALIZATIONS
