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KS

Kyle Steven Klinger

Investment Adviser Representative at CABIN ADVISORS, LLC

San Diego, CACRD #7092609Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
5 states
Exams Passed
4

Professional summary

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

Kyle Steven Klinger has worked in the securities industry since 2019. They are registered to provide investment advisory services in California, Colorado, Minnesota, New Hampshire, and New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
CaliforniaColoradoMinnesotaNew HampshireNew York
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/1/2024
Series 65
Uniform Investment Adviser Law Examination
Passed 3/21/2019
Series 7
General Securities Representative Examination
Passed 6/21/2024
SIE
Securities Industry Essentials Examination
Passed 11/25/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Cabin Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CABIN SECURITIES, INC.Current
7/24/2024San Diego, CA
CABIN ADVISORS, LLCCurrent
7/24/2024San Diego, CA
AMB WEALTH, LLC
1/3/20248/1/2024San Diego, CA
COPLEY FINANCIAL GROUP, INC.
4/23/20191/3/2024San Diego, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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 Steven Klinger 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.

Kyle Steven Klinger - Financial Advisor in San Diego, CA | AdvisorFinder