Kyle Robert Pedersen

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

• 08/2019 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Davenport, IA
• 07/2013 → 05/2019
  Gilbert Public Schools
  Gilbert, AZ
• 01/2020 → 10/2022
  Bank Of America, N.A.
  Davenport, IA
• 10/2022 → 07/2025
  Rbc Capital Markets, Llc
  Davenport, IA
• 09/2025 → Present
  Cbi Bank & Trust
  Moline, IL
• 09/2025 → Present
  Lpl Financial Llc
  Moline, IL

Previous Registrations

• 2022-10-20 → 2025-08-21
  Rbc Capital Markets, Llc
  Bettendorf, IA
  Bettendorf, IA
• 2019-12-17 → 2022-10-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Davenport, IA

Other Businesses

1)09/22/2025 - CBI Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/22/2025 - TEAM PEDERSEN, LLC - Real Estate Rental - Co-Owner - Inv Rel - Fountain Hills, AZ - Start: 03/2004 3)09/22/2025 - PEDERSEN HOLDINGS, LLCK - Real Estate Rental - Fountain Hills, AZ - Start: 11/21

Exams

• S66 Uniform Combined State Law Examination
  2019-12-16

Other Names

• Kyle Pedersen