Kyle Blair

Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 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

• 02/2023 → 03/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 03/2022 → 07/2022
  Mr Cooper
  Coppell, TX
• 06/2019 → 07/2021
  Caliber Home Loans
  Coppell, TX
• 07/2016 → 06/2019
  Quicken Loans
  Detroit, MI
• 07/2022 → 02/2023
  Unemployed
  Irving, TX
• 07/2021 → 03/2022
  Unemployed
  Irving, TX
• 04/2024 → 01/2026
  Prospera Financial Services Inc.
  Dallas, TX
• 02/2026 → Present
  Prospera Financial Services Inc.
  Dallas, TX

Previous Registrations

• 2024-05-06 → 2026-01-13
  Prospera Financial Services, Inc.
  Irving, TX

Other Businesses

Heartland Bank; Investment Related - Yes; 1201 Market Street, Gowrie, IA 50543; Board Member; 06/2026; 2 Hours per Month; 0 During Trading Hours; Attending monthly board meeting and voting and making decisions about the direction of the bank.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-03
• S63 Uniform Securities Agent State Law Examination
  2023-06-22

Other Names

• Kyle J Blair