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Kyle David Packard

Packard Wealth Strategies LLC

Alexandria, VA

CRD 7906828

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Employer firm

Packard Wealth Strategies LLC CRD 330962

$12.9M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Packard Wealth Strategies Llc

Alexandria, VA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-27
VA RA APPROVED 2024-07-31
  • TX RA
    APPROVED_RES
    Since 2025-05-27
  • VA RA
    APPROVED
    Since 2024-07-31

Branch Locations

Alexandria, VA • 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
U.S. Army Alexandria VA 06/2000 Present
  • 06/2000 → Present
    U.S. Army
    Alexandria, VA
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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