Kyle Klinger has been an investment adviser representative at Cabin Advisors since July 2024, and is not listed among the firm’s executive officers or direct owners.
Cabin Advisors, LLC is an Overland Park, KS firm with $220M under management, 414 clients and 13 advisers across 9 offices, as of its March 2026 filing.
Kyle Klinger’s longest registration was 4 years at Copley Financial Group, Inc. (2019–2024). Before joining Cabin Advisors in 2024, Kyle Klinger was registered through Amb Wealth, LLC and Copley Financial Group, Inc.
- Cabin Advisors, LLCCurrent– present · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 312547
- Amb Wealth, LLC– · under a yearSan Diego, CA · Adviser representative · Firm CRD 113106
- Copley Financial Group, Inc.– · 4 yearsSan Diego, CA · Adviser representative · Firm CRD 283070
Investment adviser representative registrations
Kyle Klinger is registered as an investment adviser representative in 2 states. The first approvals date from July 2024; the most recent is New Hampshire, in March 2026.
- CaliforniaSince 24 July 2024
- New HampshireSince 31 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 1 July 2024 |
| Series 7TO | General Securities Representative Examination | 21 June 2024 |
| SIE | Securities Industry Essentials Examination | 25 November 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 March 2019 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyle Steven Klinger
- CRD
- 7092609
- Firm
- Cabin Advisors · CRD 312547
- Office
- 2445 5th Ave, Ste 360, San Diego, CA 92101
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kyle Klinger work?
Kyle Klinger is an investment adviser representative registered through Cabin Advisors, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Klinger a financial advisor?
Yes. Kyle Klinger has a current investment-adviser registration in California and New Hampshire, through Cabin Advisors since July 2024.
How many years of experience does Kyle Klinger have?
Kyle Klinger has 7 years in the financial industry, since April 2019, across 3 adviser firms.
What exams has Kyle Klinger passed?
Kyle Klinger has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in March 2019.
Where did Kyle Klinger work before Cabin Advisors?
Before Cabin Advisors, Kyle Klinger was registered through Copley Financial Group, Inc., April 2019 to January 2024.
Where is Kyle Klinger based?
Kyle Klinger’s registered office is in San Diego, CA.
Is Kyle Klinger registered with FINRA?
Yes. Kyle Klinger has a current broker registration, under CRD 7092609.
Source: FINRA BrokerCheck
How can I verify Kyle Klinger’s record?
Search CRD 7092609 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kyle Klinger’s full registration record.