Kyle Webster Satterlee

Current Employers

Iams Wealth Management, Llc

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-07-15

MI RA
APPROVED

Since 2025-07-15

Branch Locations

Commerce Township, MI • United States

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Iams Wealth Management	Omaha	NE	07/2025	Present
Compass Financial Group, Llc	Commerce Township	MI	07/2007	Present

07/2025 → Present

Iams Wealth Management

Omaha, NE
07/2007 → Present

Compass Financial Group, Llc

Commerce Township, MI

Previous Registrations

2010-06-01 → 2015-12-31

Spc

Commerce Township, MI

Ann Arbor, MI

Other Businesses

MANAGING MEMBER OF COMPASS FINANCIAL GROUP, LLC. COMMERCE TOWNSHIP, MI. INVESTMENT RELATED. SALE OF VARIOUS INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES INCLUDING LIFE INSURANCE, ANNUTIES AND LONG TERM CARE. WE WILL BE MARKETING RETIREMENT PLANS TO PROFESSIONALS AND SMALL BUSINESS. 120 HOURS PER MONTH, 80 OF WHICH ARE DURING SECURITIES TRADING HOURS. COMPASS FINANCIAL GROUP, LLC WAS FORMED MAY 11TH, 2007. WE CURRENTLY OPERATE OUT OF OUR OWN SEPERATE OFFICES. COMPASS INSURANCE & FINANCIAL SERVICES, INC. AGENCY; PART OWNER.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-14
S63	Uniform Securities Agent State Law Examination	1992-02-11

S65 Uniform Investment Adviser Law Examination

2025-05-14
S63 Uniform Securities Agent State Law Examination

1992-02-11

View on SEC IAPD