Kyle Klatt

Employer firm

Calton & Associates, Inc. CRD 20999

$1.58B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2026 → 08/2026
  Massmutual Life Insurance Co.
  Tampa, FL
• 05/2026 → 08/2026
  Mml Investors Services Llc
  Tampa, FL
• 01/2021 → 01/2023
  Pylon Ventures Llc
  Cloquet, MN
• 03/2026 → 04/2026
  Guided Financial Advisors/Kcd Financial Inc
  St. Petersburg, FL
• 03/2024 → 05/2024
  Redhawk Wealth Advisors Inc.
  Minneapolis, MN
• 11/2025 → 03/2026
  Unemployed
  White Bear Lake, MN
• 01/2021 → 02/2023
  Klatt Insurance Llc
  Cloquet, MN
• 10/2020 → 02/2021
  Platinum Supplemental Insurance
  Dubuque, IA
• 06/2020 → 09/2020
  Michaud Distributing
  Duluth, MN
• 05/2015 → 08/2020
  Swiftwater Adventures
  Carlton, MN
• 10/2022 → 08/2023
  Student
  Shreveport, LA
• 08/2018 → 12/2018
  Student
  Milwaukee, WI
• 12/2018 → 03/2020
  Student
  Fitchburg, MA
• 01/2023 → 08/2023
  Thrivent Investment Management Inc.
  Duluth, MN
• 02/2023 → 08/2023
  Thrivent Financial
  Duluth, MN
• 10/2023 → 03/2024
  Securities America, Inc
  Edina, MN
• 10/2023 → 03/2024
  Securities America Advisors Inc
  Edina, MN
• 09/2023 → 03/2024
  Mti Financial Advisors
  Edina, MN
• 08/2024 → 03/2025
  Redhawk Wealth Advisors, Inc.
  Minneapolis, MN
• 05/2025 → 11/2025
  Osaic Wealth Inc.
  Forest Lake, MN
• 08/2026 → Present
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2026-05-22 → 2026-08-24
  Mml Investors Services, Llc
  Tampa, FL
• 2025-05-08 → 2025-11-14
  Osaic Wealth, Inc.
  Forest Lake, MN
• 2024-08-23 → 2025-05-08
  Redhawk Wealth Advisors, Inc.
  Minneapolis, MN
  Eagan, MN
• 2024-03-05 → 2024-05-28
  Redhawk Wealth Advisors, Inc.
  Minneapolis, MN
• 2023-10-16 → 2024-03-12
  Securities America Advisors, Inc.
  Edina, MN
• 2023-04-24 → 2023-08-09
  Thrivent Investment Management Inc.
  Duluth, MN
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2023-04-15