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Kyle Goerdt

Equitable Advisors, LLC

Cedar Rapids, IA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-17
IA RA APPROVED 2019-08-07
  • TX RA
    APPROVED
    Since 2020-04-17
  • IA RA
    APPROVED
    Since 2019-08-07

Branch Locations

4027 Glass Road Ne, Cedar Rapids, IA 52402 • 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
Axa Advisors, Llc New York NY 06/2019 06/2020
Scheels Cedar Falls IA 09/2017 05/2019
Master Packing & Rubber Company Cedar Rapids IA 05/2018 08/2018
University Of Northern Iowa Cedar Rapids IA 04/2016 02/2018
Farmers State Bank Marion IA 05/2017 08/2017
Equitable Advisors, Llc New York NY 06/2019 Present
  • 06/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 09/2017 → 05/2019
    Scheels
    Cedar Falls, IA
  • 05/2018 → 08/2018
    Master Packing & Rubber Company
    Cedar Rapids, IA
  • 04/2016 → 02/2018
    University Of Northern Iowa
    Cedar Rapids, IA
  • 05/2017 → 08/2017
    Farmers State Bank
    Marion, IA
  • 06/2019 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-02
  • S66 Uniform Combined State Law Examination
    2019-08-02

View on SEC IAPD

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VALIC FINANCIAL ADVISORS, INC.
ACCEL WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
BFC PLANNING, INC.

Other Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

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