Kyle
Sutton

Spc

CRD#2358887
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Kyle Sutton is a financial advisor based in Ann Arbor, Michigan, working with Spc. Kyle has previously held positions at Sigma Financial Corporation and Sigma Planning Corporation. Kyle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Idaho, Indiana, Nevada, Texas, and Utah. Currently, Kyle is part of Spc, which operates out of Ann Arbor, Michigan. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 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, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$5,562,939,194

MI Average: $943,424,332
Total Number of Employees

470

MI Average: 21
Total Number of Accounts

30,541

MI Average: 1,586
Average Account Size

$182,147

MI Average: $594,845

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
  • Educational seminars/workshops
  • Other

Kyle Sutton Work History

2012 - Present (12 years)

Sigma Financial Corporation

2012 - Present (12 years)

Sigma Planning Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kyle Sutton 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 Spc

Cheryl Harwell
Ann Arbor, MI
Thomas Gervase
Ann Arbor, MI
Neal Sweeney
Richmond, VA
Joseph Mole
Lansing, MI
Luke Wolchuk
Chicago, IL
John O'Callaghan
Mount Prospect, IL
Mark Pauwels
Ann Arbor, MI
Margaret Swiess
Willowbrook, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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