Senior Financial Planner · Market Street Wealth Management Advisors, LLC
Kyle B Thompson
CRD 5824882 · Named on Form ADV at one SEC-registered adviser
At a glance
Market Street Wealth Management Advisors, LLC, an SEC-registered wealth manager based in Indianapolis, IN with $776 million in regulatory assets, lists Kyle B Thompson on its Form ADV as Senior Financial Planner, a control person.
Firms and roles
- Market Street Wealth Management Advisors, LLCSenior Financial PlannerWealth manager · Indianapolis, IN · $776M in regulatory assets
AtlasMembers
Kyle’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Kevin J. ErvinSenior Financial Planner, Market Street Wealth Management Advisors, LLC
- Jessica L. BokhartSenior Financial Planner, Market Street Wealth Management Advisors, LLC
- Katie J. FischerChief Compliance Officer/senior Financial Planner, Market Street Wealth Management Advisors, LLC
- Patrick K. RobertsManaging Partner, Market Street Wealth Management Advisors, LLC
- Aaron R. WilliamsSenior Financial Planner, Market Street Wealth Management Advisors, LLC
1 more person named with Kyle on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kyle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.