Benjamin F. Edwards &
46yrs
Top advisor by experience in Madison
6yrs
Kyle Fallon
Financial advisor at Osaic Wealth
Kyle Fallon has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Madison, Wisconsin. Kyle has been with Osaic Wealth since 2025; before that, Kyle spent four years at Osaic Fa. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 702 advisors with offices in Madison, and one of 632 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office406 Science Drive Suite 310, Madison, WI 53711
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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
- Jan 2025 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2025Osaic Fa, Inc.Previously
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 Osaic Wealth at 800-821-5100 and ask for Kyle Fallon. Kyle works from the Madison, WI office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2020, 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?
Osaic Wealth 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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