Kyle Yuchin Chuang

Current Employers

Employment History

• 11/2006 → 08/2025
  Farmers Financial Solutions
  San Jose, CA
• 04/2006 → 09/2025
  Farmers Insurance Group
  San Jose, CA
• 08/2025 → Present
  Lpl Financial Llc
  San Jose, CA
• 08/2025 → Present
  Pantheon Wealth Planning
  San Jose, CA

Other Businesses

1) 07/11/2025 - Pantheon Wealth Planning - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2025 - 160 Hr/Mth 2) 07/11/2025 - Kyle Chuang insurance Agency, INC. DBA: KC & Associates Insurance Agency - Insurance Agency - Inv Rel - San Jose, CA - Start: 04/2016 - 50 Hr/Mth 3) 07/11/2025 - Kyle Chuang insurance Agency, INC. DBA: KC & Associates Insurance Agency - Non-Variable Insurance - Inv Rel - San Jose, CA - Start: 04/2013 - 50 Hr/Mth 4) 07/11/2025 - Real Estate Rental - Taiwan - Owner - Inv Rel - San Jose, CA - Start: 04/2024 5) 01/27/2026 - Pantheon Wealth Planning - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/11/2025 - 86 hours per month/ 43 hours during trading - I provide financial planning and consulting services through Pantheon Wealth Planning, an independent investment advisor firm. I started this business activity in 12/2025. I expect to spend approximately 86 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-02-09

Designations

Other Names

• Kyle Chuang
• Yu Chin Chuang
• Yu Chin Chuang