Kyle Adam Pearce

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Las Cruces, NM
• 12/2011 → 08/2023
  Wells Fargo Bank, Na
  Las Cruces, NM
• 11/2016 → 08/2023
  Wells Fargo Clearing Services, Llc
  Las Cruces, NM
• 08/2023 → Present
  Osaic
  Albquerque, NM

Previous Registrations

• 2015-04-28 → 2023-09-07
  Wells Fargo Clearing Services, Llc
  Las Cruces, NM
  El Paso, TX
  Belen, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Rio Rancho, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Los Lunas, NM
  Bernalillo, NM

Other Businesses

1. KYLE PEARCE POSITION: agent NATURE: insurance license INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/29/2023 ADDRESS: 6565 americas parkway ne, suite 200, albuquerque NM 87110, United States DESCRIPTION: I am licensed for insurance in the state 2. APLOMB FINANCIAL LLC POSITION: owner NATURE: Entity for business expenses and marketing name INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/29/2023 ADDRESS: 6565 Americas Parkway NE, Suite 200, Albuquerque NM 87110, United States DESCRIPTION: entity created to pay business expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-27
• S63 Uniform Securities Agent State Law Examination
  2015-04-07

Other Names

• Kyle Pearce