RBC Capital Markets
43yrs
Top advisor by experience in Kirkland
5yrs
Kyle Trautmann
Financial advisor at Diversify Advisory Services
Based in Kirkland, Washington, Kyle Trautmann is a fiduciary financial advisor with 5 years of industry experience. Kyle joined Diversify Advisory Services in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. Diversify Advisory Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 297 advisors with offices in Kirkland, and one of 293 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeKirkland, WA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$837,592
Advisors at the firm113
States licensed ?1 state
Services through Diversify Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing 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.
Career
- Oct 2024 – nowDiversify Advisory Services, LLCCurrent firm
Contact Kyle
(801) 890-7577Firm headquarters in South Jordan, UT. Ask for Kyle. Kirkland, WAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Diversify Advisory Services at (801) 890-7577 and ask for Kyle Trautmann. Kyle works from the Kirkland, WA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Kyle hold?
Series 63, Series 65. 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?
Diversify Advisory Services 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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