Kyle
Schwallier
Schwallier Wealth Management
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About this Advisor
Kyle Schwallier is a financial advisor based in Grand Rapids, Michigan, working with Schwallier Wealth Management. Kyle has previously held positions at New York Life Insurance, Sears, West Side Beer Distribution, Kent Country Club, Securities America, Inc, Charles Schwab Bank, Ssb, Fidelity Brokerage Services LLC, Grand Rapids Community College, Grand Valley State University, Schwallier Wealth Management, and Charles Schwab & Co., Inc. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Kyle is part of Schwallier Wealth Management, which operates out of Grand Rapids, Michigan. The firm has 4 employees and manages assets totaling $143.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Schwallier Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Schwallier Wealth Management Brokerage Details
$143,657,128
4
727
$197,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kyle Schwallier Work History
Schwallier Wealth Management
Fidelity Brokerage Services LLC
Charles Schwab Bank, Ssb
Charles Schwab & Co., Inc
Securities America, Inc
Schwallier Wealth Management
New York Life Insurance
Grand Valley State University
Sears
West Side Beer Distrtibution
Grand Rapids Community College
Kent Country Club
Disclosures
Please visit the SEC profile of Kyle Schwallier 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 Schwallier Wealth Management
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
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