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Kyle Joseph Wegrzyn

Keel Point, LLC

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About Kyle Joseph Wegrzyn

Kyle Joseph Wegrzyn is a registered representative with Keel Point, LLC. Kyle has been in the industry since 2017 and is registered in Alabama, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kansas, Maryland, Missouri, Nebraska, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, and Virginia. Kyle's firm offers consulting services to third-party RIAs, financial planning, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Kyle Wegrzyn is currently registered with Keel Point, LLC. Keel Point, LLC is an investment advisor registered with the SEC, headquartered in Huntsville, AL. The firm has 45 registered representatives and provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as consulting services to third-party RIAs. Keel Point manages approximately $2.94 billion in assets for a range of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Keel Point, LLC

100 CHURCH STREET

HUNTSVILLE, AL 35801

$2.94B

Assets Under Management

Not reported

Total Clients

42

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.

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consulting service to third-party ria

Consulting service to third-party ria

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kyle Wegrzyn’s Registration & Firm History

AL

07/03/2019 - Present

Keel Point, LLC (HUNTSVILLE AL)

AL

07/05/2017 - 06/15/2018

RAYMOND JAMES & ASSOCIATES, INC. (HUNTSVILLE AL)

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Licenses & Designations

BOTH

Issued 07/31/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Joseph Wegrzyn.
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