Kyle Michael Oreshack

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2017 → 07/2023
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 08/2023 → 12/2024
  Country Capital Management Company
  Gilbert, AZ
• 08/2023 → 12/2024
  Country Trust Bank
  Gilbert, AZ
• 08/2023 → 12/2024
  Country Insurance Affiliates
  Gilbert, AZ
• 01/2013 → 07/2023
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 12/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Scottsdale, AZ
• 12/2024 → Present
  Raymond James Financial Services, Inc.
  Scottsdale, AZ
• 12/2024 → Present
  Desert Financial Credit Union
  Scottsdale, AZ

Previous Registrations

• 2017-08-03 → 2023-08-01
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

(1) Name of Business: Desert Financial Wealth Management Address: 15505 N Hayden Rd, Scottsdale, AZ, 85260-1927, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/03/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-07-08

Designations

• Certified Financial Planner

Other Names

• Kyle Oreshack
• Kyle Michael Oreshack
• Kyle M Oreshack