Kyle William Holecek

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 12/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayzata, MN
• 06/2021 → 12/2021
  Uptown Target
  Minneapolis, MN
• 07/2018 → 06/2021
  Edina Supertarget
  Edina, MN
• 10/2015 → 01/2018
  Asheville Target
  Asheville, MN
• 01/2018 → 06/2018
  Duluth Target
  Duluth, MN

Exams

• S66 Uniform Combined State Law Examination
  2023-01-27

Other Names

• Kyle W Holecek