Unclaimed Profile

Karlyn Raney Kent

CASTLE PEAK CAPITAL ADVISORS, LLC·MINNEAPOLIS, Minnesota

Clean recordCASTLE PEAK CAPITAL ADVISORS, LLC

120 SOUTH 6TH STREET, MINNEAPOLIS, MN 55402-1531CRD# 6029466Firm CRD# 161191

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karlyn Raney Kent · MINNEAPOLIS, MN

Registration

CRD #6029466 · CASTLE PEAK CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Karlyn Raney Kent is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with CASTLE PEAK CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CASTLE PEAK CAPITAL ADVISORS, LLC

AUM

$79M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at CASTLE PEAK CAPITAL ADVISORS, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6029466

Firm CRD# 161191

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karlyn Raney Kent offer?

Karlyn Raney Kent specializes in Retirement Planning. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Karlyn Raney Kent's credentials?

Karlyn Raney Kent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karlyn Raney Kent located?

Karlyn Raney Kent is based in MINNEAPOLIS, Minnesota, working with CASTLE PEAK CAPITAL ADVISORS, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Karlyn Raney Kent charge for services?

Karlyn Raney Kent's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CASTLE PEAK CAPITAL ADVISORS, LLC?

CASTLE PEAK CAPITAL ADVISORS, LLC is a registered investment adviser with the SEC, managing $79M in regulatory assets under management. See their Form ADV for full details.

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