Kyle Fitzpatrick

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 10/2019
  Axa Advisors, Llc
  New York, NY
• 03/2018 → 05/2019
  Advance Trading
  Normal, IL
• 05/2017 → 08/2018
  Young America Realty
  Normal, IL
• 12/2017 → 01/2018
  Fitzpatrick Contstruction
  Lincoln, IL
• 08/2015 → 05/2019
  Illinois State University
  Normal, IL
• 11/2019 → Present
  Lpl Financial Llc
  Springfield, IL

Other Businesses

1. 10/12/2021 - VERB Real Estate, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 07/31/2018 - 10 Hours Per Month/0 Hours During Securities Trading - Operate, fix houses 2. 06/13/2023 - St. Louis Retirement Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/05/2023 - 160 Hours Per Month/ 7 Hours During Securities Trading 3. 03/04/2025- RetireStrong Financial Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/01/2025- 170 Hours Per Month- 170 During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-07
• S63 Uniform Securities Agent State Law Examination
  2019-08-16

Other Names

• Kyle Fitzpatrick
• Kyle Martin Fitzpatrick