Kyle
Kyburz

Cimarron Wealth Management, Inc

CRD#7070391
Investment Advisor
in Gunnison, CO

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About this Advisor

Kyle Kyburz is a financial advisor based in Gunnison, Colorado, working with Cimarron Wealth Management, Inc. Kyle has previously held positions at Lonza, Inc, University Of Colorado Boulder, Na, Lpl Financial, LLC, Colorado West Investments, Inc, Cimarron Wealth Management (F/K/A Colorado West Investments), and Strategic Wealth Advisors Group. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Louisiana, and Texas. Currently, Kyle is part of Cimarron Wealth Management, Inc, which operates out of Gunnison, Colorado. The firm has 1 office and 11 employees. The firm manages assets totaling $204.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Cimarron Wealth Management, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1115 N. Main St. Suite A
Gunnison, CO 81230

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Cimarron Wealth Management, Inc Brokerage Details

Total Assets Under Management

$204,620,144

CO Average: $2,349,664,866
Total Number of Employees

11

CO Average: 28
Total Number of Accounts

986

CO Average: 1,101
Average Account Size

$207,526

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Kyle Kyburz Work History

2020 - Present (4 years)

Lpl Financial, LLC

2020 - Present (4 years)

Cimarron Wealth Management (F/K/A Colorado West Investments)

2019 - 2020 (1 year)

Colorado West Investments, Inc

2019 - 2019 (< 1 year)

Strategic Wealth Advisors Group

2019 - 2020 (1 year)

Lpl Financial, LLC

2015 - 2019 (4 years)

Lonza, Inc

2015 - 2015 (< 1 year)

Na

2009 - 2015 (6 years)

University Of Colorado Boulder

Disclosures

Please visit the SEC profile of Kyle Kyburz 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 Cimarron Wealth Management, Inc

Ashley Dejulio
Gunnison, CO
Michael Murphy
Montrose, CO
Kyle Kyburz
Gunnison, CO
Betty Tomlinson
Montrose, CO
Lincoln Anderson
Gunnison, CO
Todd Heasty
Gunnison, CO
Kevin Sanderford
Montrose, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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