Kyle Brian Lantow

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2021 → 04/2025
  West Coast Financial, Llc
  Santa Barbara, CA
• 12/2020 → 03/2021
  Ups
  South Lake Tahoe, CA
• 09/2020 → 12/2020
  Unemployed
  South Lake Tahoe, CA
• 06/2020 → 09/2020
  Kern River Outfitters
  Wofford Heights, CA
• 09/2017 → 08/2020
  Oregon State University
  Corvallis, OR
• 03/2016 → 09/2017
  Unemployed
  Lake Oswego, OR
• 04/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2023-04-04 → 2025-04-04
  West Coast Financial, Llc
  Santa Barbara, CA

Other Businesses

1) Business: Momentum River Expeditions, Inc. Investment-related: No Address: Ashland, OR Nature of Business: River Rafting Position/Title: River Rafting Guide Start Date: 5/10/2025 Number of Hours: 25 hours per month outside of securities trading hours Duties: River Rafting Guide

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-04

Designations

• Certified Financial Planner