Osaic Wealth
39yrs
Top 2% by experience in Colleyville
1yr
Kyle Lee
Financial advisor at Bard Investment Group
Kyle Lee is a fiduciary financial advisor in Colleyville, Texas, with 1 year in the industry. Kyle joined Bard Investment Group in 2026, a firm offering financial planning, investment management, and educational workshops. Bard Investment Group reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 92 advisors with offices in Colleyville, and one of 81 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeColleyville, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Bard Investment Group
Financial planningInvestment management for individuals and small businessesEducational 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 65Uniform Investment Adviser Law Examination
Career
- Feb 2026 – nowBard Investment Group, LLCCurrent firm
Contact Kyle
(469) 410-9891Bard Investment Group main office Colleyville, TXOffice · Get directions Firm websitebardinvestmentgroup.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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kyle
How do I contact Kyle?
Call Bard Investment Group at (469) 410-9891 and ask for Kyle Lee. Kyle works from the Colleyville, TX office.
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 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?
Bard Investment Group 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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