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Kyle Michael Potrykus

Anico Financial Services, Inc.

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About Kyle Michael Potrykus

Kyle Michael Potrykus is a registered representative with Anico Financial Services, Inc., based in Galveston, TX. Kyle has been in the financial services industry since 2004 and has a broad range of experience, having previously worked with Securities Management & Research, Inc., Guaranty Brokerage Services, Inc., Investment Professionals, Inc., and M&I Brokerage Services, Inc. Kyle holds the Series 7 and Series 63 licenses, as well as the SIE exam.

Firm Information

Kyle Potrykus is currently registered with Anico Financial Services, Inc.. Anico Financial Services, Inc. is a Corporation formed on December 21, 2010. The firm is registered in 18 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

29

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 Potrykus’s Registration & Firm History

TX

02/26/2021 - Present

Anico Financial Services, Inc. (GALVESTON TX)

TX

09/05/2012 - 12/31/2019

ANICO FINANCIAL SERVICES, INC. (GALVESTON TX)

TX

01/24/2008 - 09/04/2012

SECURITIES MANAGEMENT & RESEARCH, INC. (LEAGUE CITY TX)

TX

04/20/2006 - 11/27/2007

GUARANTY BROKERAGE SERVICES, INC. (ALVIN TX)

TX

11/30/2005 - 03/02/2006

INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)

WI

10/15/2002 - 11/18/2005

M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 12/23/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Michael Potrykus.
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