Kyle Douglas Walters

Employer firm

Apeiron CRD 289273

$852M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → 09/2017
  Wfg Investments Inc
  Dallas, TX
• 08/2017 → Present
  Aperion Ria, Llc
  Dallas, TX

Previous Registrations

• 2010-05-10 → 2017-09-20
  Wfg Advisors, Lp
  Dallas, TX
  Dallas, TX
• 2003-09-10 → 2010-05-12
  Ameriprise Financial Services, Llc
  Richardson, TX
  Dallas, TX

Other Businesses

1) L&H CPA's and Advisors; INVESTMENT-RELATED; 10000 N. CENTRAL EXPWY, SUITE 710, DALLAS, TX 75231; ACCOUNTING OR TAX PREPARATION; PROPRIETOR/ OWNER; 8/1/2016; 15 HRS/MNTH; 15 HRS/ TRDING HRS 2) Kyle Walters may recommend insurance products and may also, as an independent insurance agent, sell those recommended insurance products to Clients. The sale of these products accounts for approximately 10% of his time.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-08

Designations

• Certified Financial Planner