Kyle Patrick Helton

Employer firm

Nuveen Asset Management, LLC CRD 155584

$280B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• 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

• 10/2010 → 11/2016
  American Century Investment Services Inc.
  Kansas City, MO
• 11/2016 → 01/2018
  Aristotle Capital Management, Llc
  Newport Beach, CA
• 12/2016 → 12/2021
  Imst Distributors, Llc
  Newport Beach, CA
• 12/2021 → Present
  Cambiar Investors, Llc
  Denver, CO
• 01/2022 → 09/2025
  Foreside Fund Services, Llc
  Denver, CO
• 09/2025 → Present
  Nuveen Securities, Llc
  Prairie Village, KS
• 09/2025 → Present
  Nuveen Asset Management Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-25
• S63 Uniform Securities Agent State Law Examination
  2010-10-29

Other Names

• Kyle P Helton
• Kyle Helton
• Kyle Patrick Helton