Kyle
Lippold
Retireright Consulting Group
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About this Advisor
Kyle Lippold is a financial advisor who works in Dubuque, Iowa who has 1 year of industry experience. Lippold currently works for Retireright Consulting Group. During their career, the advisor has held roles at Prudential, Prudential Investment Management Services, LLC, Global Portfolio Strategies, Inc, Honkamp Krueger Financial Services Inc, Proequities Inc, Avantax Investment Services, Inc, Gwfs Equities, Inc and Lpl Financial. Lippold has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa. Retireright Consulting Group is a financial advisory company that has its headquarters in West Des Moines, IA. The firm has offices in three locations and just four employees. It oversees $505 million in total assets among its 514 accounts, making it one of the bigger firms in the country by assets under management. Of its 514 client accounts, 26% belong to high-net-worth investors who have more than $1 million in investable assets. Retireright Consulting Group offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees vary depending on the type of services. Fee types charged by Retireright Consulting Group most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retireright Consulting Group Brokerage Details
$504,547,358
4
514
$981,610
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kyle Lippold Work History
Kyle has been registered as a financial advisor for 1 years.*
Lpl Financial
Gwfs Equities, Inc
Avantax Investment Services, Inc
Honkamp Krueger Financial Services Inc
Proequities Inc
Global Portfolio Strategies, Inc
Prudential
Prudential Investment Management Services, LLC
*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 Lippold 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 Retireright Consulting Group
Dubuque, IA
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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