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Kyle John Schwan

Kovack Advisors, Inc.

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About Kyle John Schwan

Kyle John Schwan is an investment advisor representative with Kovack Advisors, Inc. Kyle has been in the industry since 2017. Kyle is registered to provide investment advice in 40 states and the District of Columbia. Kyle also holds Series 7, Series 63, Series 65 and SIE licenses. Kovack Advisors, Inc. is a Registered Investment Advisor that provides investment advisory services to individuals, high-net-worth individuals, corporations and other businesses, state and municipal government entities, pension and profit sharing plans, and banking or thrift institutions. Kovack Advisors, Inc. has over $4 billion in assets under management.

Firm Information

Kyle Schwan is currently registered with Kovack Advisors, Inc.. Kovack Advisors, Inc. is an investment advisor headquartered in FT. LAUDERDALE, FL. The firm manages $4.29 billion in assets for a variety of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, and pension and profit-sharing plans. Kovack Advisors provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. The firm employs 229 licensed agents and 300 investment adviser representatives. The firm's SEC number is 801-63048.
Kovack Advisors, Inc.

6451 N. FEDERAL HWY

FT. LAUDERDALE, FL 33308

$4.29B

Assets Under Management

1,602

Total Clients

264

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle Schwan’s Registration & Firm History

SD

10/04/2023 - Present

Kovack Advisors, Inc. (Aberdeen SD)

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Licenses & Designations

BC

Issued 05/11/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kyle John Schwan.
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