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Kyle Maurice Kiser

Sikorski Wealth Management, LLC

San Diego, CA

Phoenix, AZ

CRD 6501148

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Employer firm

Sikorski Wealth Management, LLC CRD 312805

$140M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Sikorski Wealth Management, Llc

110 W A St. Suite 960, San Diego, CA 92101 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-01-13
  • AZ RA
    APPROVED
    Since 2026-01-13

Branch Locations

110 W A St. Suite 960, San Diego, CA 92101 • United States

2325 E Camelback Rd Ste 400, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Saint Louis MO 06/2015 10/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 10/2020 12/2025
Bank Of America, N.A. Scottsdale AZ 01/2021 12/2025
Sikorski Wealth Management, Llc San Diego CA 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-19
  • S66 Uniform Combined State Law Examination
    2015-11-19
Other Names
  • Kyle Maurice Kiser

View on SEC IAPD

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