Kyle Matthew Voiland

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• 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

• 04/2006 → 04/2018
  Aldi Inc.
  South Windsor, CT
• 06/2018 → Present
  Equity Services Inc
  Montpelier, VT
• 06/2018 → Present
  National Life Group
  Glastonbury, CT

Other Businesses

*MAFFE FINANCIAL GROUP, 119-C GRISWOLD STREET, SUITE 201,GLASTONBURY, CT 06033,07/01/2018, ONGOING, INV REL, INSURANCE, AGENT, 75%,DURING TRD/HRS. *3-POINT LLC, 119-C GRISWOLD STREET, SUITE 201, GLASTONBURY CT 06033, ONGOING,INV REL, PARTNER,LLC,INSURANCE, LLC SET UP TO HELP ADMINISTER SHARING WORK DONE BY GROUP, DURING TRD/HRS,5-10%.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-23

Other Names

• Kyle Voiland