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Kyle R Schwallier

Schwallier Wealth Management

Grand Rapids, MI

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Current Employers
Schwallier Wealth Management

535 Cascade West Parkway Se, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

535 Cascade West Parkway Se, Grand Rapids, MI 49546 • 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
New York Life Insurance Grand Rapids MI 03/2016 04/2017
Securities America, Inc. Grand Rapids MI 05/2017 09/2017
Charles Schwab & Co., Inc. Charlotte NC 07/2018 11/2021
Schwallier Wealth Management Grand Rapids MI 09/2017 06/2018
Charles Schwab Bank, Ssb Charlotte NC 11/2019 10/2021
Fidelity Brokerage Services Llc Charlotte NC 11/2021 01/2024
Grand Valley State University Allendale MI 08/2015 05/2018
Schwallier Wealth Management Grand Rapids MI 01/2024 Present
  • 03/2016 → 04/2017
    New York Life Insurance
    Grand Rapids, MI
  • 05/2017 → 09/2017
    Securities America, Inc.
    Grand Rapids, MI
  • 07/2018 → 11/2021
    Charles Schwab & Co., Inc.
    Charlotte, NC
  • 09/2017 → 06/2018
    Schwallier Wealth Management
    Grand Rapids, MI
  • 11/2019 → 10/2021
    Charles Schwab Bank, Ssb
    Charlotte, NC
  • 11/2021 → 01/2024
    Fidelity Brokerage Services Llc
    Charlotte, NC
  • 08/2015 → 05/2018
    Grand Valley State University
    Allendale, MI
  • 01/2024 → Present
    Schwallier Wealth Management
    Grand Rapids, MI
Previous Registrations
  • 2021-12-14 → 2024-01-12
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2019-03-04 → 2021-11-29
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Huntersville, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
  • S66 Uniform Combined State Law Examination
    2019-03-04
Designations
Other Names
  • Kyle Robert Schwallier
  • Kyle R Schwallier
  • Kyle Schwallier

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
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WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
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