Unclaimed
Kyle Weitekamp is a registered representative of Tiaa-Cref Individual & Institutional Services, LLC and has been in the industry since September 1, 2010. Kyle Weitekamp is licensed in 15 states and specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MI
10/08/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (EAST LANSING MI)
IL
10/01/2012 - 08/29/2018
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
CO
08/08/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ENGLEWOOD CO)
MI
05/23/2008 - 05/18/2009
HANTZ FINANCIAL SERVICES, INC. (GRANDVILLE MI)
BOTH
Issued 09/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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