Kyle Joseph Wills
Investment Adviser Representative at IEQ Capital, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Joseph Wills is an investment adviser representative with IEQ Capital, LLC in Los Angeles, CA, where they have been registered since 2022. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Northwestern Mutual Investment Services,llc and CRI Securities, LLC. 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 California.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
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.
- Securian Financial Services, Inc.Oct 2017 – Sep 2020St. Paul, MN
- CRI Securities, LLCOct 2017 – Sep 2020St. Paul, MN
- North Star Resource GroupSep 2017 – Oct 2017San Diego, CA
- North Star Resource GroupOct 2017 – Sep 2020San Diego, CA
- Minnesota Life Insurance Co.Oct 2017 – Sep 2020St. Paul, MN
- University of California Santa BarbaraSep 2013 – Sep 2017Santa Barbara, CA
- Cosmetic Laser DermatologyMar 2016 – Jan 2018San Diego, CA
- Northwestern Mutual Life Insurance CompanyOct 2020 – Jan 2022Milwaukee, WI
- Northwestern Mutual Investment Services LLCOct 2020 – Jan 2022Santa Monica, CA
- IEQ Capital, LLCJan 2022 – no end date reportedLos Angeles, CA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IEQ Capital, 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
- Fixed fee
- Estimated blended rate
- 0.01
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
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 182
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Foster City, CA
- SEC file number:
- 801-115278
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 9, 2026
View full firm profileOther advisors at IEQ Capital, LLC
Showing 12 of 182 in the directory
Similar advisors in Los Angeles, CA
Other advisors whose filed branch office is in the same city.
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 Joseph Wills 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched