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Kyle Kranzley

LPL Financial

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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

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Paladin Research Report For:

Kyle Kranzley

LPL Financial

Kyle Kranzley, a financial fiduciary has been a Paladin Registry member since 2012. Kyle holds the Certified Financial Planner , Chartered Financial Consultant , Chartered Retirement Planning Counselor , Registered Financial Consultant certifications and has over 9 years of experience. Kyle provides financial services to clients in the Mount Laurel, New Jersey area.

I. Snapshot

A. Registry Member
  • Since 2012
B. Years of Experience
  • 9
C. College Degrees
  • Arcadia University - BA in Business with a Minor in Economics
D. Certifications
  • CFP®, ChFC®, CRPC®, RFC®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Kyle L. Kranzley is a full service fee-based financial planner with LPL Financial. His highest priority is to create value and peace of mind for his clients by offering comprehensive wealth management. Kyle recognizes that his clients lead active and complex lives and understands that managing their wealth is more complicated and time-consuming than ever before. His clients recognize that working with a specialized investment professional offers them with a level of confidence and security. Wealth Management isn’t just managing a clients investments it includes coordinating with tax, legal and insurance professionals to put clients in the best possible financial position. He follows a disciplined approach to balance risk and return.

G. Asset Requirement
  • $100,000

II. Contact Information

A. Key Contact
B. Main Location
  • 1300 Rt. 73
    Suite 201
    Mount Laurel, New Jersey, 08054
C. Telephone
  • 856.282.2329

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Relationship to Firm
  • Did Not Answer
C. Name of RIA
  • Did Not Answer
D. Name of Broker/Dealer
  • LPL Financial
E. Name(s) of Custodian(s)
  • LPL Financial

V. Credentials

A. Years of Financial Experience
  • 9 Years
B. College, Degrees, Years
  • Arcadia University - BA in Business with a Minor in Economics
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • Financial Services Institute

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • None
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 4988522
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Connecticut
    • Delaware
    • New Jersey
    • Pennsylvania
  • Investment Products for Commission: See List
    • Delaware
    • Massachusetts
    • New Jersey
    • New York
    • North Carolina
    • Pennsylvania
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Links' section... View More
    Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Links' section below. The information and opinions posted on this website do not necessarily reflect the opinion of LPL Financial or its affiliates. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: NJ, PA, NY, MA, DE & NC.
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Kyle L. Kranzley is a full service fee-based financial planner with LPL Financial. His highest priority is to create value and peace of mind for his clients by offering comprehensive wealth management. Kyle recognizes that his clients lead active and complex lives and understands that managing their wealth is more complicated and time-consuming than ever before. His clients recognize that working with a specialized investment professional offers them with a level of confidence and security. Wealth Management isn’t just managing a clients investments it includes coordinating with tax, legal and insurance professionals to put clients in the best possible financial position. He follows a disciplined approach to balance risk and return.

B. Minimum Asset Requirement
  • $100,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Asset-Based Fee
F. Methods of Communication
  • Did Not Answer
G. Types of Reports (Frequency)
  • Did Not Answer
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Did not answer
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Financial Plan Reviews

IX. Certification

Advisor Name
  • Kyle Kranzley
Most Recent Update:
  • Feb 4, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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