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Featured Business Financial Advisor in Mount Laurel, NJ
Mount Laurel Financial Advisors
LPL Financial
1300 Rte 73, Suite 201
Mount Laurel, NJ 08054
(856) 282-2329
Advisor Profile
Kyle Kranzley
Name:  Kyle Kranzley
Phone Number:  (856) 282-2329
Website:  Visit Website
Disclaimer
Securities and Financial Planning offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. LPL Financial is not affiliated with WiserAdvisor.com

About LPL Financial

Kyle L. Kranzley is a full service fee-based financial planner with LPL
Financial. His highest priority is to create value and confidence for his clients
by offering comprehensive wealth management.

Kyle recognizes that his clients lead active and complex lives and
understands that managing their wealth is more complicated and time-
consuming than ever before. His clients realize that working with a
specialized investment professional offers them with the highest level
of confidence and knowledge. Wealth Management isn’t just managing
a clients investments it includes coordinating with tax, legal and
insurance professionals to put clients in the best possible financial
position. He follows a disciplined approach to balance risk and return,
and believes that educating clients enables them to make informed
decisions.

For more information on Kyle, feel free to explore the web-site, call, or email
him. Kyle looks forward to discussing your personal needs and how He
might provide investment advisory services and financial planning to
support to you.
 

General Information

Gender:    Male
CRD#:    4988522
Firm CRD#:    6413
Name of Broker/Dealer:    LPL Financial
States Licensed in:    NJ, DE, MA, NY, PA
States Willing to do Business in:    NJ, DE, MA, PA, NY
Years of Experience in Financial Services:    11
Number of Years with Current Firm:    5
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Education

Academic Background
 
Bachelors of Arts from Arcadia University in Business
Administration with a minor in Economics and an emphasis in
Marketing
 

Services

Investment Types:    Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Annuities, Bonds, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, At my office, At your home, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Registered Financial Consultant (RFC), Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    held with LPL Financial., Series 66, Series 7
Insurance and Annuity Licenses:    Life, Disability, Health, Annuity, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $25,000
Compensation Methods:    Commissions, Flat Fee, Hourly, Based on Assets
 
 
 
Prepared By: Kyle Kranzley

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