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Kyle Joseph Wills

IEQ Capital, LLC

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About Kyle Joseph Wills

Kyle Wills is an investment advisor representative at IEQ Capital, LLC. Kyle has been in the financial services industry since 2017 and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and businesses. Kyle holds a Series 7, Series 66, and SIE license. Kyle is dedicated to providing clients with personalized financial advice and investment solutions to help them achieve their financial goals.

Firm Information

Kyle Wills is currently registered with IEQ Capital, LLC. IEQ Capital, LLC is a registered investment adviser headquartered in Foster City, CA. The firm specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management services to high-net-worth individuals and charitable organizations. As of its latest report, IEQ Capital manages approximately $23.6 billion in assets for 1434 clients.
IEQ Capital, LLC

950 TOWER LANE

FOSTER CITY, CA 94404

$23.58B

Assets Under Management

Not reported

Total Clients

98

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Wills’s Registration & Firm History

CA

01/27/2022 - Present

IEQ Capital, LLC (FOSTER CITY CA)

CA

10/30/2020 - 02/09/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Santa Monica CA)

CA

11/27/2017 - 10/08/2020

CRI SECURITIES, LLC (SAN DIEGO CA)

CA

11/27/2017 - 10/08/2020

SECURIAN FINANCIAL SERVICES, INC. (San Diego CA)

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Licenses & Designations

BOTH

Issued 12/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Joseph Wills.
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