KP
KP

Kyle Douglas Patterson

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
295 clients
Average Client Portfolio
$339K average
Assets Under Management
$99.9M
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Location

2650 W. Market St., 2nd Floor, Akron, OH, 44333

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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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Other Business ActivitiesSells Insurance

Kyle is an insurance agent selling fixed life, annuity, health, disability, and long-term care insurance, dedicating minimal time to this. He also provides investment/financial planning services, spending about 10-20% of his time on this.

Employment History
Current Registrations
Independence Capital CO., INC.Broker
October 2024 - Present · 1 yr 4 mos
Revisor Wealth Management LLC
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Independence Capital CO., INC.Broker
March 2020 - December 2023 · 3 yrs 9 mos
Northcoast Research Partners, LLCBroker
July 2018 - October 2019 · 1 yr 3 mos
State Registrations2 states
OHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.