LPL Financial
41yrs
Top advisor by experience in Monroe
6yrs
Kyle Schroeder
Financial advisor at Raymond James & Associates
Kyle Schroeder is a fiduciary financial advisor in Monroe, Michigan, with 6 years in the industry. Kyle joined Raymond James & Associates in 2020, after two years at Raymond James Financial Services Advisors. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 30 advisors with offices in Monroe, and one of 29 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficeMonroe, MI
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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 2024 – Oct 2025
- 2020 – nowRaymond James & Associates, Inc.Current firm
Contact Kyle
(727) 567-1000Firm headquarters in St. Petersburg, FL. Ask for Kyle. Monroe, MIOffice · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COMIs 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 Raymond James & Associates at (727) 567-1000 and ask for Kyle Schroeder. Kyle works from the Monroe, MI 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?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. 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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