KYLE COMPANY
Legal name: KYLE FINANCIAL SERVICES
CRD #118573 SEC #801-60859 MILWAUKEE, WI 414-359-2020
SEC Registered
Total AUM
$261.5M
Discretionary
$261.5M
Employees
4
Clients
101
Accounts
165
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 11, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| AVERILL, ROBERT, M | I | DIRECTOR | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| BARBEAU, ANTHONY, M | I | SECRETARY, TREASURER | NA | |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, KEVIN, P | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| FISHER, STEPHEN, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KASTEN, ALEXANDER, M | I | DIRECTOR | NA | |
| KYLE, JR., WILLIAM, D. | I | DIRECTOR (CHAIRMAN) | NA | |
| MCGAFFEY, JERE, DREW | I | DIRECTOR | NA | |
| ROESLER-KYLE, NONA | I | DIRECTOR | NA | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| AVERILL, JULIE, K | I | SHAREHOLDER | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| BISCHOFF, SUSAN, K | I | SHAREHOLDER/DIRECTOR/V.P. | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| ELDRIDGE, WENDY, K. | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KASTEN, NANCY, K | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE, ROBIN | I | SHAREHOLDER | B | |
| KYLE-DEARHOLT, WENDY | I | SHAREHOLDER | B |
Registrations
Federal
IA
May 11, 2020 REGISTERED
Notice Filings (1)
WI
Address
10850 WEST PARK PLACE, SUITE 500MILWAUKEE, WI 53224
United States
Phone: 414-359-2020