Kyle Leikam has been an investment adviser representative at Silver Grove Financial Group since July 2023, and is not listed among the firm’s executive officers or direct owners.
Silver Grove Financial Group, Inc. is an Orchard Park, NY firm with $454M under management, 2,150 clients and 17 advisers across 11 offices, as of its August 2026 filing.
Kyle Leikam is Financial Advisor of Silver Grove Financial Group, Inc. He works with affluent households and small business owners who are exiting their businesses. His work covers portfolio management, exit planning and retirement strategies.
Kyle Leikam’s longest registration was 4 years at Invest Financial Corporation (2012–2016). Before joining Silver Grove Financial Group in 2023, Kyle Leikam was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and LPL Financial LLC.
- – present · 3 yearsOrchard Park, NY · Adviser representative · Firm CRD 287512
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsJamestown, NY · Adviser representative · Firm CRD 7691
- LPL Financial LLC– · 2 yearsHamburg, NY · Adviser representative · Firm CRD 6413
- Invest Financial Corporation– · 4 yearsCassadaga, NY · Adviser representative · Firm CRD 12984
- Axa Advisors, LLC– · 1 yearWilliamsville, NY · Adviser representative · Firm CRD 6627
Professional designations
Listed by Silver Grove Financial Group
- Certified Exit Planning Advisor (CEPA)
- Chartered Retirement Plan Specialist (CRPS)
- Accredited Portfolio Management Advisor (APMA)
Investment adviser representative registrations
Kyle Leikam is registered as an investment adviser representative in New York, since July 2023.
- New YorkSince 11 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 January 2011 |
| Series 7 | General Securities Representative Examination | 6 December 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5865848
- Firm
- Silver Grove Financial Group · CRD 287512
- Office
- 400 STERLING DRIVE, Orchard Park, NY 14127
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- silvergrovegroup.com
Where does Kyle Leikam work?
Kyle Leikam is an investment adviser representative registered through Silver Grove Financial Group, Inc. since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Leikam a financial advisor?
Yes. Kyle Leikam has a current investment-adviser registration in New York, through Silver Grove Financial Group since July 2023.
How many years of experience does Kyle Leikam have?
Kyle Leikam has 15 years in the financial industry, since December 2010, across 5 adviser firms.
What exams has Kyle Leikam passed?
Kyle Leikam has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2010. FINRA credited Kyle Leikam with the SIE, which began in October 2018.
Where did Kyle Leikam work before Silver Grove Financial Group?
Before Silver Grove Financial Group, Kyle Leikam was registered through LPL Financial LLC, November 2016 to June 2019; Invest Financial Corporation, July 2012 to November 2016; Axa Advisors, LLC, January 2011 to July 2012.
Where is Kyle Leikam based?
Kyle Leikam’s registered office is in Orchard Park, NY.
Is Kyle Leikam registered with FINRA?
Yes. Kyle Leikam has a current broker registration, under CRD 5865848.
Source: FINRA BrokerCheck
How can I verify Kyle Leikam’s record?
Search CRD 5865848 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kyle Leikam’s full registration record.
