Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Schau is a financial advisor with LPL Financial LLC, registered with the state of Indiana since 2015. Kyle has a total of 4 years of experience in the financial services industry, with prior experience at Charles Schwab & Co., Inc. Kyle's certifications include Certified Financial Planner and has passed both the Series 7 and Series 63 exams. Kyle currently holds registrations in Indiana, Georgia, Ohio and Texas. LPL Financial LLC offers a range of services including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. LPL Financial LLC has over $463 Billion of Regulatory Assets Under Management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IN
02/09/2023 - Present
LPL Financial LLC (CARMEL IN)
IN
06/10/2014 - 11/10/2015
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BC
Issued 06/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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