Morgan Stanley
46yrs
Top advisor by experience in Evansville
1yr
Kyle Leffel
Financial advisor at Merrill
Kyle Leffel is a fiduciary financial advisor in Evansville, Indiana, with 1 year in the industry. Kyle joined Merrill in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 275 advisors with offices in Evansville, and one of 251 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office7300 Eagle Crest Blvd, Evansville, IN 47715
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment 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
- Aug 2025 – nowMerrillCurrent firm
Contact Kyle
Local office(812) 473-7300Ask for Kyle. (800) 637-7455Main office · New York, NY 7300 Eagle Crest BlvdEvansville, IN 47715Office · Get directions
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Kyle’s local office at (812) 473-7300 or the Merrill main office at (800) 637-7455, and ask for Kyle Leffel.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2025, about 1 years. 1 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?
Merrill 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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