linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kyle Wayne Tetreault

Asset Allocation Strategies, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kyle? Claim Your Profile

About Kyle Wayne Tetreault

Kyle Wayne Tetreault is a financial advisor with Asset Allocation Strategies, LLC located in Farmington, Michigan. Kyle has been in the financial services industry since 2008. Kyle has a Series 63, 65 and 6TO licenses. Kyle is also a registered Investment Advisor Representative in Florida. Kyle is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Kyle Tetreault is currently registered with Asset Allocation Strategies, LLC. Asset Allocation Strategies, LLC is an investment advisory firm located in Farmington, MI, with approximately 40 licensed agents and investment adviser representatives. They provide financial planning, educational seminars, and selection of other advisers, and manage portfolios for individuals and businesses. The firm manages over $626 million in assets for approximately 3,756 clients.
Asset Allocation Strategies, LLC

33335 GRAND RIVER

FARMINGTON, MI 48336

$626.74M

Assets Under Management

Not reported

Total Clients

37

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kyle Tetreault’s Registration & Firm History

MI

01/07/2025 - Present

Asset Allocation Strategies, LLC (FARMINGTON MI)

Not sure if Kyle Wayne Tetreault is right for you?

Licenses & Designations

IA

Issued 11/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/05/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Wayne Tetreault.
Not sure if Kyle Wayne Tetreault is right for you?