Kyle Garret Lottman

Current Employers

Employment History

• 02/2013 → 03/2017
  Piper Jaffray & Co.
  Minneapolis, MN
• 04/2018 → 06/2019
  Exelsior Financial Partners
  Minneapolis, MN
• 06/2017 → 04/2018
  Us Bank
  Minneapolis, MN
• 11/2019 → 05/2020
  Focus Financial
  Minneapolis, MN
• 06/2019 → 11/2019
  Unemployed
  Minneapolis, MN
• 11/2019 → 01/2020
  Royal Alliance Associates, Inc.
  Jersey City, NJ
• 01/2020 → 11/2020
  Royal Alliance Associates, Inc.
  Minneapolis, MN
• 05/2020 → 10/2021
  Focus Financial
  Minneapolis, MN
• 12/2021 → Present
  Elevate Capital Advisors, Inc
  Eagle, CO
• 07/2020 → 06/2021
  Scheels
  Eden Prairie, MN

Previous Registrations

• 2020-05-18 → 2020-12-22
  Focus Financial
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

Royce Hurst Humane Society; Not investment related; 362 28 Rd, Grand Junction, CO, 81501; The board position is non-working. I review and provide insight on the financials of the operations but have no direct control over anything. This is an oversight role; Director; Director; April 1, 2025; 2; 2; Providing input on the financials and oversight but no direct involvement; Independence Ranch HOA; Not investment related; PO Box 3206 Grand Junction, CO 81502; HOA board for the neighborhood I live in; Treasurer; Start Date: 1/1/2024; Total 1hr per month, 0hrs during securities trading hours; In charge of budgeting and reviewing financials;

Exams

• S66 Uniform Combined State Law Examination
  2020-05-01
• S63 Uniform Securities Agent State Law Examination
  2013-04-27

Designations

Other Names

• Kyle Garret Lottman
• Kyle Lottman