Osaic Wealth
47yrs
Top advisor by experience in Naperville
16yrs
Kyle Mitchell
Full name on record: Kyle K Mitchell
Financial advisor at Cambridge Investment Research Advisors
Kyle Mitchell has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Naperville, Illinois. Kyle has been with Cambridge Investment Research Advisors since 2011. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 550 advisors with offices in Naperville, and one of 511 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
Office1516 Legacy Circle Suite 112, Naperville, IL 60563
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowCambridge Investment Research Advisors, Inc.Current firm
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
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About Kyle
How do I contact Kyle?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Kyle Mitchell. Kyle works from the Naperville, IL office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2011, about 16 years. More experience than 51% 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?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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