Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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