Merrill
47yrs
Top advisor by experience in Red Bank
6yrs
Kyle Piper has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Red Bank, New Jersey. Kyle has been with Invest for a Lifetime since 2021; before that, Kyle spent a year at LPL Financial. Invest for a Lifetime offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 722 advisors with offices in Red Bank, and one of 670 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office165 Highway 35 Suite 1, Red Bank, NJ 07701
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$221,086
Advisors at the firm2
States licensed ?1 state
Services through Invest for a Lifetime
Financial planningInvestment management for individuals and small businesses
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
- Feb 2026 – nowCSI Group Advisors, LLCCurrent
- 2021 – nowInvest for a Lifetime, LLCCurrent firm
- Jan 2021 – Nov 2021LPL Financial LLCPreviously
Contact Kyle
(732) 741-7711Invest for a Lifetime main office 165 Highway 35 Suite 1Red Bank, NJ 07701Office · Get directions
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- 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 Invest for a Lifetime at (732) 741-7711 and ask for Kyle Piper. Kyle works from the Red Bank, NJ office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2021, about 6 years. 6 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?
Invest for a Lifetime 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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