Kyle
Munson
Romano Brothers And Company
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About this Advisor
Kyle Munson is a financial advisor based in Evanston, Illinois, working with Romano Brothers And Company. Kyle has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Lakes Community High School, Lake Villa Township, Reflections Restaurant, Gnc, Dominos Pizzeria, Merrill Edge, University Of Illinois Urbana-Champaign, Td Ameritrade, Charles Schwab And Co., Inc, and Romano Brothers And Co. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Kyle is part of Romano Brothers And Company, which operates out of Evanston, Illinois. The firm has 15 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Romano Brothers And Company includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Romano Brothers And Company Brokerage Details
$1,235,711,134
15
1,978
$624,728
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kyle Munson Work History
Romano Brothers And Co
Charles Schwab And Co., Inc
Td Ameritrade
Td Ameritrade
Merrill Lynch, Pierce, Fenner & Smith Inc
Dominos Pizzeria
Merrill Edge
Gnc
Reflections Restaurant
University Of Illinois Urbana-Champaign
Lake Villa Township
Lakes Community High School
Disclosures
Please visit the SEC profile of Kyle Munson 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 Romano Wealth Management
Evanston, IL
Evanston, IL
Evanston, IL
Evanston, IL
Evanston, IL
Evanston, IL
Evanston, IL
Evanston, IL
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