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Kyle R McCann

Investment Adviser Representative at Vantage Wealth Planning

Reno, NVCRD #5276018Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kyle R. Mccann is an investment adviser representative with Vantage Wealth Planning in Reno, NV, where they have been registered since 2015. They have worked in the securities industry since 2009 and were previously registered with Prutzman Wealth Management. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Nevada and Texas.

Office

3748 Lakeside Dr., Suite 100
Reno, NV 89509

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Nevada, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/10/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 3/7/2007
Series 7
General Securities Representative Examination
Passed 2/23/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Vantage Wealth PlanningCurrent
1/15/2015 – Reno, NV
Vantage Wealth Planning
1/15/2015 – 12/31/2018Reno, NV
Prutzman Wealth Management
9/11/2009 – 3/17/2015Reno, NV

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. KRM Wealth Management, LLC
    Jan 2015 – no end date reportedReno, NV

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Vantage Wealth Planning

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

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

Individual Planning Services and Retirement Plan Management. Services include comprehensive financial planning covering tax, legacy, income, and risk management needs, going beyond investment management to consider all areas of a client's financial life.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Fee-only AdviceComprehensive Financial PlanningCFP PractitionersFiduciaryRetirement Plan ManagementTax PlanningLegacy PlanningIncome PlanningRisk ManagementInvestment Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Reno, NV
SEC file number:
801-126100

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 11, 2026

View full firm profile

Other advisors at Vantage Wealth Planning

2 other advisors in the directory

View Vantage Wealth Planning firm profile

Similar advisors in Reno, NV

Other advisors whose filed branch office is in the same city.

About this profile

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 R McCann 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.

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Kyle R McCann (Vantage Wealth Planning) - Fees & Credentials