Kyle
Poling
Kleinfelder Capital, Inc
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About this Advisor
Kyle Poling is a financial advisor operating in Cincinnati, Ohio. Poling works at Kleinfelder Capital, Inc. Throughout their career, Poling has worked at Bb&T Securities LLC, Pwc, Wake Forest University, Concord University, Truist Advisory Services, Inc, Raymond James & Associates Inc, Poling Wealth LLC, Kleinfelder Capital, Inc and Truist Investment Services, Inc. Poling holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio. Kleinfelder Capital, Inc is an advisory business that has its headquarters in Cincinnati, OH. It handles $209 million in assets under management across its 870 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 870 customer accounts, 28% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically depend on the services provided. However, fees charged by Kleinfelder Capital, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kleinfelder Capital, Inc Brokerage Details
$208,598,235
5
870
$239,768
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kyle Poling Work History
Kyle has been registered as a financial advisor for 0 years.*
Kleinfelder Capital, Inc
Poling Wealth LLC
Raymond James & Associates Inc
Truist Investment Services, Inc
Bb&T Securities LLC
Pwc
Truist Advisory Services, Inc
Pwc
Wake Forest University
Concord 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 Poling 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 Kleinfelder Capital, Inc
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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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