Kyle
Sheets
Wintrust Investments LLC
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About this Advisor
Kyle Sheets is a financial advisor working in Morton, Illinois with a total of 7 years of industry experience. Sheets is an advisor for Wintrust Investments LLC. During their career, Sheets has held roles at Western Illinois University, Canton Family Ymca, Canton High School, Mid American National Bank and Wayne Hummer Investments LLC. Sheets has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Wintrust Investments LLC is a financial advisory business that has its headquarters in Chicago, IL. It has offices in 76 locations and a total of 171 employees. It handles $14 billion in total assets among its 10,787 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 75 charities and foundations. Of its 10,787 accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets. Wintrust Investments LLC performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely depend on which services the firm provides the client. Fees billed by Wintrust Investments LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wintrust Investments LLC Brokerage Details
$13,552,913,247
171
10,787
$1,256,412
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 Sheets Work History
Kyle has been registered as a financial advisor for 7 years.*
Wayne Hummer Investments LLC
Mid American National Bank
Canton High School
Western Illinois University
Canton Family Ymca
*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 Sheets 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 Wintrust Investments
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Chicago, IL
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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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