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Kyle Smith

Edward Jones

Kokomo, IN

CRD 6704372

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-11
IN RA APPROVED 2021-02-22
  • TX RA
    APPROVED_RES
    Since 2021-03-11
  • IN RA
    APPROVED
    Since 2021-02-22

Branch Locations

1542 S Dixon Road Suite J, Kokomo, IN 46902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Financial Designs Kokomo IN 05/2015 07/2019
Mwa Financial Services Inc. Rock Island IL 07/2019 09/2020
Modern Woodmen Of America Rock Island IL 07/2019 09/2020
Edward Jones Kokomo IN 01/2021 Present
Unemployed Kokomo IN 09/2020 01/2021
  • 05/2015 → 07/2019
    Creative Financial Designs
    Kokomo, IN
  • 07/2019 → 09/2020
    Mwa Financial Services Inc.
    Rock Island, IL
  • 07/2019 → 09/2020
    Modern Woodmen Of America
    Rock Island, IL
  • 01/2021 → Present
    Edward Jones
    Kokomo, IN
  • 09/2020 → 01/2021
    Unemployed
    Kokomo, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-09
  • S66 Uniform Combined State Law Examination
    2018-02-09
Other Names
  • Kyle Reed Smith
  • Kyle R Smith

View on SEC IAPD

Nearby Firms

CREATIVE FINANCIAL DESIGNS, INC.
LPL FINANCIAL LLC
HARBOUR INVESTMENTS, INC.

Nearby Investors

OTTO EVERETT RAY
ROBERT KENNEDY KRETZ
ROBIN GARDNER LEE

Nearby Offices

CREATIVE FINANCIAL DESIGNS, INC. · KOKOMO, IN
CREATIVE FINANCIAL DESIGNS, INC. · KOKOMO, IN
LPL FINANCIAL LLC · KOKOMO, IN

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