Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle William MacK is an investment advisor representative at Creative Planning. Kyle has been in the financial services industry for over 10 years, and has experience working for a number of firms including Waddell & Reed, Ivy Distributors, Inc., and Pruco Securities, LLC. Kyle is a Series 63, Series 65, Series 7, and Series 6TO licensed professional, as well as holding the SIE designation. Kyle specializes in financial planning, portfolio management for businesses and individuals, and pension consulting services. Kyle is registered to provide investment advisory services in Kansas and Texas.
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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KS
08/30/2023 - Present
Creative Planning (OVERLAND PARK KS)
KS
01/07/2019 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
02/23/2015 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
KS
07/27/2013 - 01/28/2015
PRUCO SECURITIES, LLC. (OVERLAND PARK KS)
IA
Issued 05/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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