Kyle Matthew Summers

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 10/2015 → 09/2017
  The Vanguard Group, Inc.
  Malvern, PA
• 10/2016 → 10/2016
  Bishop Photography
  Bethlehem, PA
• 09/2017 → 04/2021
  Sullivan, Bruyette, Speros & Blayney, Llc.
  Mclean, VA
• 04/2021 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2019-10-15 → 2021-04-13
  Sbsb Financial Advisors
  Philadelphia, PA
  Mclean, VA

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-11-18

Designations

• Certified Financial Planner

Other Names

• Kyle Summers