Kyle David Koch

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-05-28
IN	RA	APPROVED	2018-03-16

TX RA
APPROVED_RES

Since 2024-05-28
IN RA
APPROVED

Since 2018-03-16

Branch Locations

Goshen, IN • United States

2703 Caragana Ct Ste 4, Goshen, IN 46526 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	01/2018	Present
The Movement Ministries Inc.	Goshen	IN	09/2015	Present
Koch Inc.	Goshen	IN	09/2015	01/2018

01/2018 → Present

Edward Jones

St Louis, MO
09/2015 → Present

The Movement Ministries Inc.

Goshen, IN
09/2015 → 01/2018

Koch Inc.

Goshen, IN

Other Businesses

Foundation Family Worship Center Goshen, IN Start date: 6/1/2021 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Foundation Family Worship Center (DBA Mission 72) Type of business: Church Ministry Goshen, IN Start date: 6/1/2021 President/Lead Pastor Hours per week: 8 Hours during trading: 3 Oversee board and ministry operations

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-03-15

S66 Uniform Combined State Law Examination

2018-03-15

View on SEC IAPD