Unclaimed Profile

Kyle William Hiatt

ARBOR POINT ADVISORS, LLC·LAVISTA, Nebraska

SIE, Series 6, Series 26, Series 65, Series 66Clean record6 years registeredARBOR POINT ADVISORS, LLC

12325 PORT GRACE BLVD., LAVISTA, NE 68128CRD# 3055130Firm CRD# 165127

Profile Verification

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

Identity

Kyle William Hiatt · LAVISTA, NE

Registration

CRD #3055130 · ARBOR POINT ADVISORS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

SEQUENT PLANNING, LLC

Jul 2025 – present

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2023 – Sep 2023

OMAHA, NE

ORION PORTFOLIO SOLUTIONS, LLC

Jun 2020 – Jan 2023

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 65

Series 66

Registration record

First registered · June 15, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR POINT ADVISORS, LLC

CRD 165127 · SEC 801-77135

AUM

$6.9B

Regulatory assets under management

Employees

2,643

28,010 client accounts

Services offered by ARBOR POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ARBOR POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kyle William Hiatt offer?

Kyle William Hiatt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAVISTA, Nebraska for a consultation.

What are Kyle William Hiatt's credentials?

Kyle William Hiatt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyle William Hiatt located?

Kyle William Hiatt is based in LAVISTA, Nebraska, working with ARBOR POINT ADVISORS, LLC. Their office serves clients in the LAVISTA metropolitan area and surrounding communities.

How does Kyle William Hiatt charge for services?

Kyle William Hiatt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR POINT ADVISORS, LLC?

ARBOR POINT ADVISORS, LLC has approximately 2643 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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