Kyle
Otis
Greenway Financial, LLC
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About this Advisor
Kyle Otis is a financial advisor based in Farmington, Michigan, working with Greenway Financial, LLC. Kyle has previously held positions at Greenway Financial, LLC, Canterra, LLC, United Wholesale Mortgage, Noho Hospitaility, and University Of Michigan. Kyle has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Kyle is part of Greenway Financial, LLC, which operates out of Farmington, Michigan. The firm has 3 employees and manages assets totaling $137.8 million. Greenway Financial, LLC serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Greenway Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Greenway Financial, LLC Brokerage Details
$137,751,384
3
227
$606,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kyle Otis Work History
Greenway Financial, LLC
Greenway Financial, LLC
Canterra, LLC
United Wholesale Mortgage
Noho Hospitaility
University Of Michigan
Disclosures
Please visit the SEC profile of Kyle Otis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Greenway Financial, LLC
Farmington, MI
Farmington, MI
Farmington, MI
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