Kyle Lawson Stouffer

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2016 → 02/2020
  Stephens Inc.
  Little Rock, AR
• 02/2020 → 12/2025
  Stephens Inc.
  Dallas, TX
• 12/2025 → Present
  Rockefeller Financial Llc
  Dallas, TX

Previous Registrations

• 2016-11-15 → 2025-12-22
  Stephens
  Little Rock, AR
  Dallas, TX

Other Businesses

KCCS Properties LLC - 5523 Druid Lane, Dallas TX - Investment related - Co Manager with spouse - rental property - March 2024 - 3 hours per month devoted to the other business - 0 hours devoted during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-14