Kyle Robert Seeman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2019 → 04/2022
  Capital One Investing
  Tulsa, OK
• 11/2018 → 07/2019
  United Income, Inc.
  Tulsa, OK
• 04/2018 → 12/2018
  Fedex Freight
  Tulsa, OK
• 08/2016 → 11/2018
  Khp Capital
  Tulsa, OK
• 04/2022 → 11/2022
  Sageview Advisory Group, Lcc
  Newport Beach, CA
• 01/2023 → Present
  Lpl Financial Llc
  Tulsa, OK
• 12/2022 → 01/2023
  10Elms, Llp
  Tulsa, OK

Previous Registrations

• 2022-04-15 → 2022-12-08
  Creative Planning Institutional Advisors, Llc
  Tulsa, OK
  Newport Beach, CA
• 2020-07-09 → 2022-04-14
  Capital One Investing, Inc.
  Tulsa, OK
  Mclean, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-06

Other Names

• Kyle Robert Seeman
• Kyle Seeman