Kyle Timothy Obrien

Employer firm

Advisory Alpha, LLC CRD 158282

$4.37B regulatory AUM

Reported services (Item 5G)

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

• 08/2013 → Present
  Central Michigan University
  Mt. Pleasant, MI
• 03/2018 → 09/2020
  Planners Alliance Llc
  Holland, MI
• 07/2017 → Present
  Unity Financial Advisors
  Bingham Farms, MI
• 09/2020 → Present
  Advisory Alpha, Llc
  Holland, MI

Previous Registrations

• 2018-03-26 → 2020-09-15
  Planners Alliance
  Bingham Farms, MI
  Holland, MI

Other Businesses

(1) Unity Financial Advisors; Investment-related; 30400 Telegraph Road, Suite 461, Bingham Farms, MI 48025; Insurance; Account Manager; 07/2017; Approx. 120 hours/month; Approx. 120 hours/month during trading hours; Manages new accounts, including insurance sales. (2) Kyle O'Brien; Investment-related; 30400 Telegraph Road, Suite 461, Bingham Farms, MI 48025; Insurance; Licensed insurance agent; 07/2017; Approx. 120 hours/month as Account Manager with Unity Financial Advisors; Approx. 120 hours/month during trading hours as Account Manager with Unity Financial Advisors; Manages new accounts, including insurance sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-05

Other Names

• Kyle Timothy O'BRien