Fifth Third Securities
35yrs
Top advisor by experience in Brecksville
2yrs
Kyle Cook is a fiduciary financial advisor in Brecksville, Ohio, with 2 years in the industry. Kyle joined Westminster Financial Advisory in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Westminster Financial Advisory reports being paid through a percentage of assets, flat fees, and commissions.
One of 21 advisors with offices in Brecksville, and one of 16 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficeBrecksville, OH
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$630,085
Advisors at the firm40
States licensed ?1 state
Services through Westminster Financial Advisory
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
- Jan 2025 – nowWestminster Financial Advisory CorpCurrent firm
Contact Kyle
Brecksville, OHOffice · Get directions Firm main line(937) 898-5010Headquarters: Westminster Financial Advisory · Beavercreek, OH Firm websitewww.westminsterfinanical.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.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Westminster Financial Advisory at (937) 898-5010 and ask for Kyle Cook. Kyle works from the Brecksville, OH office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2025, about 2 years. 2 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?
Westminster Financial Advisory reports being paid by a percentage of the assets they manage, 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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