Kyle Jay Russell

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2003 → 11/2017
  Kibble & Prentice Holding Company
  Seattle, WA
• 07/2005 → 11/2017
  M Holdings Securities, Inc
  Portland, OR
• 04/2017 → 11/2017
  Usi Advisors, Inc.
  Seattle, WA
• 11/2017 → 11/2019
  Unemployed
  Seattle, WA
• 11/2019 → 10/2020
  E.K. Riley Investments, Llc
  Seattle, WA
• 02/2022 → 04/2025
  Capstone Wealth Advisors
  Bellevue, WA
• 10/2020 → 02/2022
  Unemployed
  Seattle, WA
• 04/2025 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2022-02-08 → 2025-02-11
  Capstone Wealth Advisors, Llc
  Salem, OR
  Bellevue, WA
• 2019-11-06 → 2020-10-09
  Ek Riley Investments, Llc
  Seattle, WA
  Seattle, WA
• 2017-04-27 → 2017-11-08
  Usi Advisors
  Seattle, WA
• 2005-09-23 → 2017-05-01
  Kibble & Prentice Holding Company
  Seattle, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-08-22
• S65 Uniform Investment Adviser Law Examination
  2004-05-11