LPL Financial
43yrs
Top advisor by experience in Clarkston
17yrs
Kyle Heppner has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Clarkston, Michigan. Kyle has been with Captrust since 2015; before that, Kyle spent a year at Freedom One Investment Advisors. Captrust offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 91 advisors with offices in Clarkston, and one of 88 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors at Captrust
Office8031 Ortonville Road 8031 M-15, Clarkston, MI 48348
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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.
Career
- 2015 – nowCaptrustCurrent firm
- Jun 2012 – Jan 2013Freedom One Investment Advisors, Inc.Previously
Contact Kyle
Local office(248) 822-5000Ask for Kyle. (919) 870-6822Main office · Raleigh, NC 8031 Ortonville Road 8031 M-15Clarkston, MI 48348Office · Get directions Firm websiteHTTP://WWW.CAPTRUST.COM
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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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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
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About Kyle
How do I contact Kyle?
Call Kyle’s local office at (248) 822-5000 or the Captrust main office at (919) 870-6822, and ask for Kyle Heppner.
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 at Captrust.
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?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. 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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