Investment adviser representative · Kv Financial Advice LLC
Kyle Kvalheim
CRD 6374100 · Sandy Springs, GA
At a glance
Kyle Kvalheim is an investment adviser representative with Kv Financial Advice LLC in Sandy Springs, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kyle’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Kv Financial Advice LLCSince June 2024Sandy Springs, GA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kyle’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.