Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Edward Brunette is a financial advisor with over 16 years of experience in the financial services industry. Kyle is a registered representative with Nicolet Wealth Management and holds Series 6, 7, 63, and 65 licenses. Kyle has worked with Raymond James Financial Services, Inc., SII Investments, Inc. and Catholic Financial Services Corporation. Kyle specializes in providing financial planning and investment management services to individuals, families, businesses and charitable organizations.
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.
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
WI
04/24/2017 - Present
Nicolet Wealth Management (GREEN BAY WI)
WI
10/28/2016 - 12/31/2017
SII INVESTMENTS, INC. (GREEN BAY WI)
WI
05/19/2010 - 10/26/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (LUXEMBURG WI)
WI
08/25/2009 - 04/30/2010
CATHOLIC FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
WI
03/10/2006 - 04/24/2009
WOODBURY FINANCIAL SERVICES, INC. (WEST BEND WI)
IA
Issued 04/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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