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Kyle Amick Bangert

Brookfield Oaktree Wealth Solutions LLC

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About Kyle Amick Bangert

Kyle Amick Bangert is a financial advisor who has been in the industry since 2014. Kyle is currently registered with Brookfield Oaktree Wealth Solutions LLC and is licensed to provide financial advice in California, Nevada, New York and Utah. Kyle has also been previously registered with Quasar Distributors, LLC, Brookfield Private Advisors LLC, Independent Brokerage Solutions LLC, Steben & Company, Inc., RS Funds Distributor LLC, and Guardian Investor Services LLC. Kyle holds the following licenses: Series 3, Series 6, Series 22, Series 30, Series 63, and Series 7TO.

Firm Information

Kyle Bangert is currently registered with Brookfield Oaktree Wealth Solutions LLC. Brookfield Oaktree Wealth Solutions LLC is a Limited Liability Company formed on February 4, 2021. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kyle Bangert’s Registration & Firm History

CA

12/22/2021 - Present

Brookfield Oaktree Wealth Solutions LLC (Los Angeles CA)

ME

11/05/2019 - 12/31/2021

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

NY

03/12/2021 - 12/22/2021

BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)

NY

12/13/2019 - 12/22/2021

INDEPENDENT BROKERAGE SOLUTIONS LLC (NEW YORK NY)

MD

03/30/2015 - 05/15/2019

STEBEN & COMPANY, INC. (GAITHERSBURG MD)

PA

06/02/2014 - 02/18/2015

RS FUNDS DISTRIBUTOR LLC (VILLANOVA PA)

NY

08/27/2013 - 06/02/2014

GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2017

Series 30 - NFA Branch Manager Examination

BC

Issued 12/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2015

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 03/24/2015

Series 3 - National Commodity Futures Examination

BC

Issued 08/27/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Amick Bangert.
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