Unclaimed
Kyle Reznicek is an investment advisor representative with Ae Wealth Management, LLC in Papillion, NE. Kyle has been working in the securities industry since 2008. Kyle is licensed to provide investment advisory services in Kansas and Nebraska. Kyle has also previously been registered with Triad Advisors LLC, FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Securities America, Inc., and TD Ameritrade, Inc.
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.
A percentage of the total value of assets under management is charged.
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2
NE
08/10/2022 - Present
AE Wealth Management, LLC (Papillion NE)
GA
04/08/2021 - 07/29/2022
TRIAD ADVISORS LLC (ATLANTA GA)
GA
10/08/2020 - 07/29/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/08/2020 - 07/29/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
10/08/2020 - 07/29/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
10/08/2020 - 07/29/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
09/27/2011 - 07/29/2022
SECURITIES AMERICA, INC. (Omaha NE)
NE
01/21/2008 - 08/16/2011
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 03/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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