KG
CFP
KG
CFP

Kyle David Geffre

25 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
2,813 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M0.80%
$5M+0.50%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

402 N. Broadway, Billings, MT, 59101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Investment Management Group
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
LPL Financial LLC
November 2016 - June 2019 · 2 yrs 7 mos
LPL Financial LLCBroker
November 2016 - June 2019 · 2 yrs 7 mos
Cetera Investment Advisers LLC
January 2014 - November 2016 · 2 yrs 10 mos
Cetera Investment Services LLCBroker
December 2006 - November 2016 · 9 yrs 11 mos
Cetera Investment Services LLC
December 2006 - January 2014 · 7 yrs 1 mo
Fintegra Financial Solutions
April 2006 - December 2006 · 8 mos
Fintegra, LLCBroker
December 2002 - December 2006 · 4 yrs
Wells Fargo Investments, LLCBroker
December 2000 - December 2002 · 2 yrs
Wells Fargo Brokerage Services, L.L.C.Broker
August 2000 - December 2000 · 4 mos
Princor Financial Services CorporationBroker
August 1995 - March 1996 · 7 mos
State Registrations1 state
MT
Advisor
Exams
No exam information available for this advisor.