Kyle Ruiter has been an investment adviser representative at Compass Financial Management since March 2026, and is not listed among the firm’s executive officers or direct owners.
Compass Financial Management LLC is a Tampa, FL firm with $894M under management, 2,228 clients and 31 advisers across 37 offices, as of its May 2026 filing.
Kyle Ruiter’s longest registration was 1 year at Transamerica Financial Advisors, Inc. (2022–2024). Before joining Compass Financial Management in 2026, Kyle Ruiter was registered through Hornor, Townsend & Kent, LLC and Transamerica Financial Advisors, Inc.
- – present · under a yearScottsdale, AZ · Adviser representative · Firm CRD 156345
- Hornor, Townsend & Kent, LLC– · under a yearMaricopa, AZ · Adviser representative · Firm CRD 4031
- Transamerica Financial Advisors, Inc.– · 1 yearTucson, AZ · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Kyle Ruiter is registered as an investment adviser representative in Arizona, since March 2026.
- ArizonaSince 6 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 October 2022 |
| Series 7TO | General Securities Representative Examination | 1 June 2022 |
| SIE | Securities Industry Essentials Examination | 15 April 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kyle Alan Ruiter
- CRD
- 7556416
- Firm
- Compass Financial Management · CRD 156345
- Office
- 6900 E. Camelback Rd. Suite 990, Scottsdale, AZ 85251
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle Ruiter work?
Kyle Ruiter is an investment adviser representative registered through Compass Financial Management LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Ruiter a financial advisor?
Yes. Kyle Ruiter has a current investment-adviser registration in Arizona, through Compass Financial Management since March 2026.
How many years of experience does Kyle Ruiter have?
Kyle Ruiter has 3 years in the financial industry, since May 2023, across 3 adviser firms.
What exams has Kyle Ruiter passed?
Kyle Ruiter has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2022.
Where did Kyle Ruiter work before Compass Financial Management?
Before Compass Financial Management, Kyle Ruiter was registered through Hornor, Townsend & Kent, LLC, April 2024 to March 2025; Transamerica Financial Advisors, Inc., October 2022 to April 2024.
Where is Kyle Ruiter based?
Kyle Ruiter’s registered office is in Scottsdale, AZ.
Is Kyle Ruiter registered with FINRA?
No. Kyle Ruiter has no current broker registration.
How can I verify Kyle Ruiter’s record?
Search CRD 7556416 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Ruiter’s full registration record.
- Matthew MarkowskiDirector/CCO/Managing Member
- Michael MarkowskiDirector/Managing Member
- Christopher MarkowskiDirector/Managing Member