Sycamore Financial Group
46yrs
Top advisor by experience in Kokomo
9yrs
Kyle Smith
Financial advisor at Edward Jones
Based in Kokomo, Indiana, Kyle Smith is a fiduciary financial advisor with 9 years of industry experience. Kyle joined Edward Jones in 2021, after a year at MWA Financial Services and a year at Creative Financial Designs. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 148 advisors with offices in Kokomo, and one of 136 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office1542 S Dixon Road Suite J, Kokomo, IN 46902
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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 – nowEdward JonesCurrent firm
- Mar 2020 – Oct 2020MWA Financial Services Inc.Previously
- Feb 2018 – Jul 2019Creative Financial Designs, Inc.Previously
Contact Kyle
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Kyle. 1542 S Dixon Road Suite JKokomo, IN 46902Office · Get directions
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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?
- 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 Edward Jones at (314) 515-2000 and ask for Kyle Smith. Kyle works from the Kokomo, IN office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2018, about 9 years. 9 years in the industry.
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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, 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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