Kyle Rodney Martin

Employer firm

Kapela CRD 309601

$50.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2016 → 06/2019
  Horace Mann Investors, Inc.
  Springfield, IL
• 08/2016 → 09/2019
  Horace Mann Companies
  Springfield, IL
• 05/2019 → 07/2020
  Mutual Advisors, Llc.
  Casper, WY
• 06/2020 → Present
  Oasis Wealth Advisors, Llc
  San Antonio, TX

Previous Registrations

• 2019-05-31 → 2020-09-02
  Mutual Advisors, Llc
  San Antonio, TX
• 2016-08-04 → 2019-04-09
  Horace Mann Investors, Inc.
  San Antonio, TX
  Springfield, IL
  San Antonio, TX
• 2016-04-22 → 2016-07-12
  Wfg Advisors, Lp
  San Antonio, TX
• 2010-01-21 → 2016-05-02
  S Harris Financial Group, Llc
  San Antonio, TX
• 2009-03-18 → 2010-02-24
  Padgett Financial Services, Llc
  San Antonio, TX

Other Businesses

1. Helix Insurance and Financial Services, LLC., Start Date: 04/22/2016, San Antonio, TX, LLC, Insurance Agency, Owner, Sell property/casualty insurance (commercial and personal lines); sell life insurance, Investment Related, 20 hours per month, 0 hours per day during trading hours. 2. Kileto Ventures, LLC., Start Date: 04/12/2018, San Antonio, TX, LLC, Rental real estate company, Registered Agent/Managing Member, Manage the purchase of rental real estate, Investment Related, 5 hours per month, 0 hours per day during trading hours. 3. OASIS Financial Holdings, LLC., Start Date: 01/01/2020, San Antonio, TX, Insurance Agency, Principal, This is the company we use to place insurance business for clients, Not Investment Related, 10 Hours per month, 0 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-17

Designations

• Certified Financial Planner