Kyle
Sheets
Wintrust Investments LLC
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About this Advisor
Kyle Sheets is a financial advisor based in Morton, Illinois, working with Wintrust Investments LLC. Kyle has previously held positions at Western Illinois University, Canton High School, Mid American National Bank, and Wayne Hummer Investments LLC. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Kyle is part of Wintrust Investments LLC, which operates out of Morton, Illinois. The firm has 78 offices and 178 employees. The firm manages assets totaling $14.4 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, and selection of other advisers. The fee structure at Wintrust Investments LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wintrust Investments LLC Brokerage Details
$14,417,827,726
178
10,969
$1,314,416
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kyle Sheets Work History
Wayne Hummer Investments LLC
Mid American National Bank
Canton High School
Western Illinois University
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.
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