Kyle Patrick Flinton

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

• 05/2015 → 12/2021
  Armed Forces
  Fort Carson, CO
• 08/2018 → 09/2022
  Mark Anderson
  Colorado Springs, CO
• 08/2018 → 09/2022
  Northwestern Mutual Investment Services Llc
  Colorado Spgs, CO
• 06/2019 → 09/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2022 → Present
  Raymond James Financial Services, Inc.
  Colorado Springs, CO
• 09/2022 → Present
  Sovereign Wealth Strategies Group
  Colorado Springs, CO
• 09/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Colorado Springs, CO

Other Businesses

(1)Name of Business: Address: 14046 Windy Creek Lane, Leesburg, VA, 20176, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/17/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am renting out some space on my land for people to store there personal belongings and vehicles on my property. They are paying me some monthly rent to store belongings on my property. I am using an app called Neighbor to rent out this space on my property. (2)Name of Business: Address: 14046 Windy Creek Lane, Leesburg, VA, 20176, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/31/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Obtain quotes for clients and place life, disability or long term care insurance in force for clients when appropriate. (3)Name of Business: Sovereign Wealth Strategies Group Address: 660 Southpointe Ct Ste 316, Colorado Springs, CO, 80906-3874, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/30/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Management Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-12-20

Designations

• Certified Financial Planner

Other Names

• Kyle Patrick Flinton