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Kyle Kite

CFO, Member at Klaas Financial Asset Advisors in Loves Park, IL

Investment adviser registrationUpdated

Kyle Kite is CFO, Member of Klaas Financial Asset Advisors, LLC., an investment adviser managing $758M, and works from its Loves Park, IL office. Kyle Kite has been registered as an investment adviser representative through Klaas Financial Asset Advisors since 15 July 2014, has 12 years in the industry across 1 firm and has passed the Series 65, Series 6, Series 63 and Series 7.

12
Years in industry
12
Years at firm
1
Adviser firms
4
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Kyle Kite has been CFO, Member of Klaas Financial Asset Advisors since August 2018, is a control person of the firm and directly owns between 10% and 25% of it.

Klaas Financial Asset Advisors, LLC. is a Loves Park, IL firm with $758M under management, 1,015 clients and 13 advisers across 2 offices, as of its May 2026 filing.

  1. – present · 12 years
    Loves Park, IL · Adviser representative · Firm CRD 121399

Credentials and registrations

Investment adviser representative registrations

Kyle Kite is registered as an investment adviser representative in 4 states. The first approvals date from July 2014; the most recent is Nebraska, in April 2017.

  • IllinoisSince 15 July 2014
  • NebraskaSince 13 April 2017
  • TexasSince 12 April 2017
  • WisconsinSince 15 July 2014

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 724 July 2014
Name
General Securities Representative Examination
Series 635 June 2014
Name
Uniform Securities Agent State Law Examination
Series 620 May 2014
Name
Investment Company Products/Variable Contracts Representative Examination
Series 655 December 2013
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Kyle A Kite
CRD
5689373
Role
CFO, Member
Office
4707 PERRY RIDGE LANE, Loves Park, IL 61111
Registration
Investment adviser registration
In the industry since
May 2014
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kyle Kite work?

Kyle Kite has been CFO, Member of Klaas Financial Asset Advisors, LLC. since August 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 6 May 2026

Is Kyle Kite a financial advisor?

Yes. Kyle Kite has a current investment-adviser registration in Illinois, Nebraska, Texas and Wisconsin, through Klaas Financial Asset Advisors since July 2014.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Kyle Kite have?

Kyle Kite has 12 years in the financial industry, since May 2014, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Kyle Kite passed?

Kyle Kite has passed 4 licensing exams: the Series 65, Series 6, Series 63 and Series 7. The earliest, the Series 65, was passed in December 2013. FINRA credited Kyle Kite with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Kyle Kite based?

Kyle Kite’s registered office is in Loves Park, IL.

Source: IAPD individual record, checked 22 October 2026

Is Kyle Kite registered with FINRA?

No. Kyle Kite has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Kyle Kite’s record?

Search CRD 5689373 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Kite’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Klaas Financial Asset Advisors

Sources

  1. IAPD individual record, CRD 5689373, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Klaas Financial Asset Advisors, LLC., filed 6 May 2026. Title, control and ownership bands.