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Kyle Joseph Weismantel

AEL Financial Services, LLC

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About Kyle Joseph Weismantel

Kyle Weismantel is a financial advisor with AEL Financial Services, LLC. He has been working in the financial services industry since July 30, 2015. Kyle holds the Series 6, Series 63, and SIE licenses. He is registered with the state of Iowa. Kyle has prior experience with North Capital Private Securities Corporation and VOYA Financial Advisors, Inc., as well as Northwestern Mutual Investment Services, LLC.

Firm Information

Kyle Weismantel is currently registered with AEL Financial Services, LLC. AEL Financial Services, LLC is a Limited Liability Company formed in July 2022. The firm is registered with the SEC and in 35 states across the US.

Not reported

Assets Under Management

Not reported

Total Clients

23

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 Weismantel’s Registration & Firm History

IA

12/15/2023 - Present

AEL Financial Services, LLC (WEST DES MOINES IA)

UT

06/21/2021 - 10/06/2023

NORTH CAPITAL PRIVATE SECURITIES CORPORATION (SALT LAKE CITY UT)

IA

12/17/2018 - 04/07/2021

VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)

IA

01/08/2015 - 10/16/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (W DES MOINES IA)

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Licenses & Designations

IA

Issued 05/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2015

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 Joseph Weismantel.
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