Kyler Brooksby has been an investment adviser representative at Coign Capital Advisors since August 2023, and is not listed among the firm’s executive officers or direct owners. Kyler Brooksby holds a Degree in Personal Financial Planning from Utah Valley University.
Coign Capital Advisors LLC is a Draper, UT firm with $473M under management, 466 clients and 6 advisers in one office, as of its February 2026 filing.
Kyler Brooksby is Associate Financial Advisor of Coign Capital Advisors, based in Draper, UT. He works with clients on retirement planning, cash flow management and investment strategy, leads the firm's Iliad Invest platform, and works with employers through the retirement plan advisory team on 401(k) education and plan design. He joined the firm in 2021.
- Coign Capital Advisors LLCCurrent– present · 3 yearsDraper, UT · Adviser representative · Firm CRD 171306
Professional designations
Listed by Coign Capital Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kyler Brooksby is registered as an investment adviser representative in Utah, since August 2023.
- UtahSince 29 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyler Eric Brooksby
- CRD
- 7794991
- Firm
- Coign Capital Advisors · CRD 171306
- Office
- 12012 SOUTH 700 E., SUITE 100, Draper, UT 84020
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coigncapital.com
Where does Kyler Brooksby work?
Kyler Brooksby is an investment adviser representative registered through Coign Capital Advisors LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kyler Brooksby a financial advisor?
Yes. Kyler Brooksby has a current investment-adviser registration in Utah, through Coign Capital Advisors since August 2023.
How many years of experience does Kyler Brooksby have?
Kyler Brooksby has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Kyler Brooksby passed?
Kyler Brooksby passed the Series 65 in August 2023.
Where is Kyler Brooksby based?
Kyler Brooksby’s registered office is in Draper, UT.
Is Kyler Brooksby registered with FINRA?
No. Kyler Brooksby has no current broker registration.
Is Kyler Brooksby a CFP?
Coign Capital Advisors lists Kyler Brooksby with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kyler Brooksby’s record?
Search CRD 7794991 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyler Brooksby’s full registration record.
