Harbour Investments
44yrs
Top advisor by experience in Green Bay
17yrs
Kyle Laubenstein has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Green Bay, Wisconsin. Kyle has been with LPL Financial since 2021; before that, Kyle spent 12 years at Waddell & Reed. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 473 advisors with offices in Green Bay, and one of 429 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors nationwide
Office425 Packerland Dr Suite F, Green Bay, WI 54303
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2009 – 2021Waddell & ReedPreviously
Contact Kyle
425 Packerland Dr Suite FGreen Bay, WI 54303Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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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?
- 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
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About Kyle
How do I contact Kyle?
Call LPL Financial at (704) 733-3300 and ask for Kyle Laubenstein. Kyle works from the Green Bay, WI office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2009, about 17 years. More experience than 54% of advisors nationwide.
What licenses does Kyle hold?
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?
LPL Financial 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.
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