Kyle Parsons has been Principal of Rock Creek Wealth Management since June 2025, is a control person of the firm and directly owns between 50% and 75% of it. Kyle Parsons holds a B.S. in finance from the University of Oregon.
Rock Creek Wealth Management, LLC is a Hillsboro, OR firm with $101M under management, 241 clients and 3 advisers in one office, as of its March 2026 filing.
Kyle Parsons is Co-Founder and Senior Wealth Advisor of Rock Creek Wealth Management. Parsons has been a financial advisor since 2009, serving local families, business owners and nonprofits, with a specialty in advising businesses and nonprofits on their retirement plan offerings. In 2025 Parsons and Bob Morrison co-founded Rock Creek Wealth Management, LLC.
Kyle Parsons’ longest registration was 8 years at Cross Financial Advisors (2017–2026). Before joining Rock Creek Wealth Management in 2026, Kyle Parsons was registered through Cross Financial Advisors and LPL Financial LLC.
- Rock Creek Wealth ManagementCurrent– present · under a yearHillsboro, OR · Adviser representative · Firm CRD 336666
- Cross Financial Advisors– · 8 yearsBeaverton, OR · Adviser representative · Firm CRD 287686
- LPL Financial LLC– · 2 yearsBeaverton, OR · Adviser representative · Firm CRD 6413
- Hornor, Townsend & Kent, Inc.– · 5 yearsLake Oswego, OR · Adviser representative · Firm CRD 4031
Professional designations
Listed by Rock Creek Wealth Management
- Certified Plan Fiduciary Advisor (CPFA®)
Investment adviser representative registrations
Kyle Parsons is registered as an investment adviser representative in Oregon, since February 2026.
- OregonSince 18 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 May 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 February 2010 |
| Series 7 | General Securities Representative Examination | 28 December 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle Ryan Parsons
- CRD
- 5734060
- Firm
- Rock Creek Wealth Management · CRD 336666
- Role
- Principal
- Office
- 1915 NE STUCKI AVENUE, STE 308, Hillsboro, OR 97006
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- rockcreekwm.com
Where does Kyle Parsons work?
Kyle Parsons has been Principal of Rock Creek Wealth Management, LLC since June 2025, and is a control person of the firm.
Is Kyle Parsons a financial advisor?
Yes. Kyle Parsons has a current investment-adviser registration in Oregon, through Rock Creek Wealth Management since February 2026.
How many years of experience does Kyle Parsons have?
Kyle Parsons has 16 years in the financial industry, since December 2009, across 4 adviser firms.
What exams has Kyle Parsons passed?
Kyle Parsons has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 2009. FINRA credited Kyle Parsons with the SIE, which began in October 2018.
Where did Kyle Parsons work before Rock Creek Wealth Management?
Before Rock Creek Wealth Management, Kyle Parsons was registered through LPL Financial LLC, June 2015 to December 2017; Hornor, Townsend & Kent, Inc., May 2010 to July 2015.
Where is Kyle Parsons based?
Kyle Parsons’ registered office is in Hillsboro, OR.
Is Kyle Parsons registered with FINRA?
Yes. Kyle Parsons has a current broker registration, under CRD 5734060.
Source: FINRA BrokerCheck
How can I verify Kyle Parsons’ record?
Search CRD 5734060 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kyle Parsons’ full registration record.
