Kyle Alan Ruiter Jr
Investment Adviser Representative at Compass Financial Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Alan Ruiter is an investment adviser representative with Compass Financial Management LLC in Scottsdale, AZ, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Hornor, Townsend & KENT, LLC and Transamerica Financial Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Transamerica Financial Advisors, IncMay 2022 – Apr 2024Tucson, AZ
- World Financial Group, IA.Feb 2021 – Apr 2024Tucson, AZ
- Bankers LIFEOct 2019 – Jan 2021Mesa, AZ
- Serta MattressAug 2018 – Sep 2019Clear Lake, IA
- Dariy Drive INNJun 2007 – Jul 2018Goldfield, IA
- Sana BenefitsMay 2022 – no end date reportedAustin, TX
- Wellmark/Amerigroup/Health PartnersJul 2022 – no end date reportedDes Moines, IA
- WFG DirectMar 2021 – Apr 2024Tucson, AZ
- Pinnacle InsuranceFeb 2021 – no end date reportedWarminster, PA
- Colonial LifeOct 2023 – no end date reportedColumbia, SC
- Proactive Health Management PlanDec 2023 – no end date reportedIndianapolis, IN
- Hornor, Townsend & Kent, LLCApr 2024 – Apr 2025Horsham, PA
- Penn Mutual Life Insurance CompanyMar 2024 – no end date reportedHorsham, PA
- PFS FinancialOct 2021 – no end date reportedWarminster, PA
- Prosper Wealth PartnersJun 2025 – no end date reportedScottsdale, AZ
- Business InnovatorsJun 2024 – no end date reportedMaricopa, AZ
- Compass Financial Management LLCFeb 2026 – no end date reportedTampa, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Compass Financial Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $250,000 (waivable)
- Between $0 and $1,000,0001.95%
- $1,000,000 - $3,000,0001.75%
- $3,000,000 - $5,000,0001.50%
- $5,000,000 and above1.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 45
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Tampa, FL
- SEC file number:
- 801-118185
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 18, 2026
View full firm profileOther advisors at Compass Financial Management LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Alan Ruiter Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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