Kyle Barhorst

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

• 07/2022 → 01/2023
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 05/2014 → 05/2018
  Carmel Catholic High School
  Mundelein, IL
• 08/2018 → 05/2019
  University Of Colorado-Boulder
  Boulder, CO
• 12/2019 → 07/2022
  University Of Wiwsconsin-Madison
  Madison, WI
• 06/2019 → 11/2019
  Starbucks
  Libertyville, IL
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 01/2023 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 02/2024 → 08/2024
  Unemployed
  Grayslake, IL
• 11/2024 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2023-02-10 → 2024-01-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL
• 2022-10-04 → 2022-12-16
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

I*3092270 Entity Type: N/A Name of OBA: Big Shoulders Fund Address: Chicago, Illinois, 60607 Investment Related: No Position, Title, Association: N/A Employee Start Date: 11/20/2025 Number of Hours: 10, Yearly Number of Hours during trading: 0, Yearly Duties: Charitable organization providing scholarships and support to local schools and students Junior Board Member

Exams

• S66 Uniform Combined State Law Examination
  2022-09-22

Other Names

• Kyle Jeffrey Barhorst
• Kyle J Barhorst