Kyle Matthew Long

Employer firm

Long Planning, LLC CRD 323443

$18.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2014 → 10/2016
  Somerset Cpas
  Indianapolis, IN
• 12/2016 → 05/2018
  Lpl Financial, Llc
  St. Charles, IL
• 12/2016 → 07/2018
  Highpoint Advisor Group, Llc Dba Onpath Financial
  St. Charles, IL
• 06/2018 → 09/2021
  D.L. Purvine Cpa, Pllc
  Geneva, IL
• 09/2019 → 11/2022
  Inspire Advisors, Llc
  Hollister, CA
• 10/2021 → Present
  Kyle Long, Cpa
  Geneva, IL
• 12/2021 → Present
  Long Planning, Llc
  Geneva, IL
• 10/2022 → Present
  D.L. Purvine, Pllc
  Clayton, NC

Previous Registrations

• 2019-10-08 → 2022-11-29
  Inspire Advisors, Llc
  Geneva, IL
  Meridian, ID
  Hollister, CA
  Geneva, IL
• 2017-02-16 → 2018-07-11
  Highpoint Planning Partners
  Saint Charles, IL
  Downers Grove, IL

Other Businesses

Kyle M. Long is the Owner of Kyle Long, CPA (public accounting firm). At times, he will refer clients between LP and Kyle Long, CPA when appropriate, but will not receive any compensation in exchange for the referral. Clients are never obligated to use the services of either party recommended to them. He devotes approximately 5% of his time during market trading hours to this activity. Kyle M. Long is employed as a CPA at D.L. Purvine, PLLC. This activity accounts for 15-20% of his time during regular trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-14