Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Jahnke is an investment advisor representative registered with Cambridge Investment Research Advisors, Inc. Kyle has a background in finance and has been in the industry for several years. Kyle is a registered representative in Michigan and Colorado. Kyle has a Series 7, Series 66 and SIE licenses and is a member of the firm's Retirement & Wealth Strategies (RWS Financial Group) practice. Kyle provides a variety of services to individuals and businesses, including financial planning, investment management, and retirement planning. Kyle also serves as a board member of the Valley Lutheran High School Foundation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
01/03/2023 - Present
Cambridge Investment Research Advisors, Inc. (Saginaw MI)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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