Kyle Milfeld has been an investment adviser representative at TBG-Bedford Group since May 2026, and is not listed among the firm’s executive officers or direct owners.
TBG-Bedford Group LLC is a Saint Louis, MO firm with $758M under management, 960 clients and 9 advisers across 3 offices, as of its August 2026 filing.
Kyle Milfeld’s longest registration was 5 years at Ameriprise Financial Services, LLC (2020–2026). Before joining TBG-Bedford Group in 2026, Kyle Milfeld was registered through Ameriprise Financial Services, LLC.
- TBG-Bedford Group LLCCurrent– present · under a yearSainte Genevieve, MO · Adviser representative · Firm CRD 341573
- Ameriprise Financial Services, LLC– · 5 yearsClayton, MO · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Kyle Milfeld is registered as an investment adviser representative in 2 states. Each was approved in May 2026.
- MissouriSince 1 May 2026
- TexasSince 1 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 June 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 May 2020 |
| Series 7TO | General Securities Representative Examination | 10 February 2020 |
| SIE | Securities Industry Essentials Examination | 2 January 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kyle Hamilton Milfeld
- CRD
- 7203475
- Firm
- TBG-Bedford Group · CRD 341573
- Office
- 39 N Main Street, Sainte Genevieve, MO 63670
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kyle Milfeld work?
Kyle Milfeld is an investment adviser representative registered through TBG-Bedford Group LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Milfeld a financial advisor?
Yes. Kyle Milfeld has a current investment-adviser registration in Missouri and Texas, through TBG-Bedford Group since May 2026.
How many years of experience does Kyle Milfeld have?
Kyle Milfeld has 6 years in the financial industry, since February 2020, across 2 adviser firms.
What exams has Kyle Milfeld passed?
Kyle Milfeld has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in January 2020.
Where is Kyle Milfeld based?
Kyle Milfeld’s registered office is in Sainte Genevieve, MO.
Is Kyle Milfeld registered with FINRA?
Yes. Kyle Milfeld has a current broker registration, under CRD 7203475.
Source: FINRA BrokerCheck
How can I verify Kyle Milfeld’s record?
Search CRD 7203475 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kyle Milfeld’s full registration record.