Kyle
Playford

Advisornet Wealth Partners

CRD#6722934
Investment Advisor
in Saint Paul, MN

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About this Advisor

Kyle Playford is a certified financial planner working out of Saint Paul, Minnesota with 2 years of industry experience. Playford is on the advisory team at Advisornet Wealth Partners. Over the course of their career, they have held roles at Jpm Investment Management, Jpm Distribution Srvcs, Inc, Jpmorgan Chase, Us Bank, Aquest Machining And Assembly, Chinaesl, Hearthstone Inn And Suites, Beans N Cream, Cedarville University, Cetera Advisor Networks LLC, Pine Grove Financial Group, Freedom Financial Partners and Advisornet Wealth Management. Playford maintains a Series 63 license, certifying them as a securities broker, and is able to work in Minnesota. Advisornet Wealth Partners is a company that has its headquarters in Hopkins, MN. It has offices in 49 locations and a total of 123 advisors. It handles $3 billion in assets among its 10,189 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises eight charitable organizations. Of its 10,189 client accounts, 19% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically vary depending on which services the firm provides the client. Fee types charged by Advisornet Wealth Partners most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 Inwood Avenue, Suite 260
Saint Paul, MN 55128

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Advisornet Wealth Partners Brokerage Details

Total Assets Under Management

$2,563,915,015

MN Average: $5,289,111,388
Total Number of Employees

123

MN Average: 157
Total Number of Accounts

10,189

MN Average: 8,262
Average Account Size

$251,636

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kyle Playford Work History

Kyle has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Advisornet Wealth Management

2019 - Present (5 years)

Freedom Financial Partners

2018 - 2019 (1 year)

Pine Grove Financial Group

2017 - 2019 (2 years)

Cetera Advisor Networks LLC

2016 - 2017 (1 year)

Jpm Investment Management

2016 - 2017 (1 year)

Jpm Distribution Srvcs, Inc

2015 - 2016 (1 year)

Jpmorgan Chase

2014 - 2015 (1 year)

Us Bank

2014 - 2014 (< 1 year)

Aquest Machining And Assembly

2013 - 2014 (1 year)

Chinaesl

2012 - 2013 (1 year)

Hearthstone Inn And Suites

2012 - 2013 (1 year)

Beans N Cream

2012 - 2013 (1 year)

Cedarville University

*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 Playford 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 Advisornet Wealth Partners

Anders Haugen
Saint Paul, MN
Trever Christian
Hopkins, MN
John Schwalbach
Saint Paul, MN
Jeremy Lipinski
Hopkins, MN
Robert Bonine
Hopkins, MN
John Judd
Denver, CO
Zachary Morgan
Hopkins, MN
Logan Taft
Hopkins, MN

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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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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