Buckley Wealth
47yrs
Top advisor by experience in Nevada
23yrs
Kyle Lum
Financial advisor at Osaic Wealth
Based in Las Vegas, Nevada, Kyle Lum is a fiduciary financial advisor with 23 years of industry experience. Kyle has been with Osaic Wealth since 2024; before that, Kyle spent five years at Pruco Securities and less than a year at Cooper McManus. Kyle holds the CFP® designation.
One of 1277 advisors with offices in Las Vegas, and one of 1218 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 72% of advisors in Las Vegas
Office8930 W Sunset Rd Suite 390, Las Vegas, NV 89148
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2019 – 2024Pruco Securities, LLC.Previously
- Jun 2018 – Dec 2018Cooper McManusPreviously
- Oct 2016 – May 2018MML Investors Services, LLCPreviously
Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kyle
How do I contact Kyle?
Call Osaic Wealth at (800) 821-5100 and ask for Kyle Lum. Kyle works from the Las Vegas, NV office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2003, about 23 years. More experience than 72% of advisors in Las Vegas.
What licenses does Kyle hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill
46yrs
Top 1% by experience in Las Vegas
Morgan Stanley
45yrs
Top 1% by experience in Las Vegas
LPL Financial
45yrs
Top 1% by experience in Las Vegas
McBroom & Associates
45yrs
Top 1% by experience in Las Vegas
Onyx Partners
45yrs
Top 1% by experience in Las Vegas