Unclaimed
Kyle Wendling is a financial advisor at Cetera Investment Advisers LLC, where Kyle has been with the firm since June 2023. Previously, Kyle was affiliated with VOYA FINANCIAL ADVISORS, INC. from April 2017 to June 2021. Kyle Wendling has a Series 7, Series 6, Series 63 and Series 66 license. Kyle Wendling is registered with 11 states, including Arizona, California, Florida, Maryland, Minnesota, Nevada, North Carolina, North Dakota, Oregon, Washington and Wisconsin. Kyle has 11 approved state registrations and 1 approved IA state registration. Kyle Wendling is registered with Cetera Investment Advisers LLC and holds a registration with FINRA and is registered as an Investment Advisor Representative. Kyle Wendling offers financial planning, pension consulting, and portfolio management for individuals and businesses. Kyle Wendling serves insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and other clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (HUTCHINSON MN)
MN
04/04/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HUTCHINSON MN)
MN
01/14/2009 - 12/05/2011
ING FINANCIAL PARTNERS, INC. (HUTCHINSON MN)
BOTH
Issued 04/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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