Kyle Redd has been an investment adviser representative at Vertis Wealth since June 2022, and is not listed among the firm’s executive officers or direct owners.
Vertis Wealth, LLC is a Chicago, IL firm with $141M under management, 835 clients and 6 advisers across 7 offices, as of its March 2026 filing.
Kyle Redd is Financial Advisor of Vertis Wealth, based in Tawas, Michigan. Since 2013, he has helped individuals, families, and businesses with personalized wealth management and investment strategies. He specializes in retirement planning, tax-efficient investing, estate planning, and risk management.
Investment adviser representative registrations
Kyle Redd is registered as an investment adviser representative in 5 states. The first approvals date from June 2022; the most recent is Florida, in September 2023.
- FloridaSince 27 September 2023
- MichiganSince 16 June 2022
- PennsylvaniaSince 22 August 2023
- TexasSince 8 May 2023
- WashingtonSince 22 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyle Michael-David Redd
- CRD
- 7574084
- Firm
- Vertis Wealth · CRD 307270
- Office
- 875 NORTH MICHIGAN AVE., UNIT 3940, Chicago, IL 60611
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vertiswealth.com
Where does Kyle Redd work?
Kyle Redd is an investment adviser representative registered through Vertis Wealth, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Redd a financial advisor?
Yes. Kyle Redd has a current investment-adviser registration in Florida, Michigan, Pennsylvania, Texas and Washington, through Vertis Wealth since June 2022.
How many years of experience does Kyle Redd have?
Kyle Redd has 4 years in the financial industry, since June 2022, across 1 adviser firm.
What exams has Kyle Redd passed?
Kyle Redd passed the Series 65 in June 2022.
Where is Kyle Redd based?
Kyle Redd’s registered office is in Chicago, IL.
Is Kyle Redd registered with FINRA?
No. Kyle Redd has no current broker registration.
How can I verify Kyle Redd’s record?
Search CRD 7574084 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Redd’s full registration record.
