Kyle Michael-David Redd
Investment Adviser Representative at Vertis Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Michael-David Redd is an investment adviser representative with Vertis Wealth, LLC in Chicago, IL, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida, Michigan, Pennsylvania, Texas, and Washington.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Michigan, Pennsylvania, Texas, Washington
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.
- Trifound FinancialMar 2014 – no end date reportedEast Tawas, MI
- Trifound AdvisoryJun 2022 – no end date reportedGrand Rapids, MI
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vertis Wealth, 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
- Other
- First $2 Million0.95%
- $2,000,001 - $4,000,0000.85%
- $4,000,001 - $6,000,0000.75%
- $6,000,001 - $10,000,0000.65%
+1 more tiers on the firm profile
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
Tax planning (including options strategies, tax-loss harvesting, and tax-efficient income generation), legal estate planning (layered trusts, probate avoidance, asset protection from nursing care costs), and financial planning (diversified portfolios, growth funds backed by options, advanced banking strategies including CDs, bonds, and annuities, alternative investments including private equity and global emerging market opportunities).
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Chicago, IL
- SEC file number:
- 801-132579
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Vertis Wealth, LLC
5 other advisors in the directory
Similar advisors in Chicago, IL
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 Michael-David Redd 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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