Kyle Lawrence Bernstein

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 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

• 08/2015 → 05/2019
  University Of Missouri
  Columbia, MO
• 05/2017 → 08/2017
  State Farm Insurance
  St Louis, MO
• 09/2017 → 11/2017
  Edward Jones
  Columbia, MO
• 06/2018 → 08/2018
  Edward Jones
  St Louis, MO
• 06/2019 → Present
  Creative Planning
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-03

Other Names

• Kyle Lawrence Bernstein
• Kyle Lawrence Bernstein