Kyle
Wills
Ieq Capital, LLC
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About this Advisor
Kyle Wills is a financial advisor based in San Mateo, California, working with Ieq Capital, LLC. Kyle has previously held positions at Securian Financial Services, Inc, Cri Securities, LLC, North Star Resource Group, Minnesota Life Insurance Co, Cosmetic Laser Dermatology, Santa Barbara Tennis Club, University Of California Santa Barbara, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Ieq Capital, LLC. Kyle has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Kyle is part of Ieq Capital, LLC, which operates out of San Mateo, California. The firm has 9 offices and 156 employees. The firm manages assets totaling $23.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Ieq Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ieq Capital, LLC Brokerage Details
$23,584,354,606
156
1,434
$16,446,551
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kyle Wills Work History
Ieq Capital, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Securian Financial Services, Inc
Cri Securities, LLC
North Star Resource Group
North Star Resource Group
Minnesota Life Insurance Co
Cosmetic Laser Dermatology
Cosmetic Laser Dermatology
Santa Barbara Tennis Club
University Of California Santa Barbara
Disclosures
Please visit the SEC profile of Kyle Wills to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ieq Capital, LLC
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
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