Kyle
Wills
Ieq Capital, LLC
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About this Advisor
Kyle Wills is a financial advisor working in San Mateo, California with a total of 1 year of industry experience. Wills is currently employed by Ieq Capital, LLC. Throughout their career, they have worked at Securian Financial Services, Inc, Cri Securities, LLC, North Star Resource Group, Minnesota Life Insurance Co, Cosmetic Laser Dermatology, Santa Barbara Tennis Club, San Pasqual High School, University Of California Santa Barbara, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC and Ieq Capital, LLC. Wills maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Ieq Capital, LLC is an advisory business that has its headquarters in San Mateo, CA. The company has offices in four locations and a total of 120 financial advisors. It administers $19 billion in total assets across its 1,124 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 1,124 accounts, 99% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually vary depending on the type of services offered. However, fee types billed by Ieq Capital, LLC can be comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ieq Capital, LLC Brokerage Details
$18,535,663,873
120
1,124
$16,490,804
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
Kyle has been registered as a financial advisor for 1 years.*
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
San Pasqual High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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