Kyle Carlson, CPFA

Kyle Carlson is a CPFA (Certified Plan Fiduciary Advisor) and LPL Financial Advisor working at Prosperion Financial Advisors.12 He is based in the Denver, Colorado area, specifically living just south of the city with his wife Kristina and their four children.1

Professional Background

Kyle has been associated with Prosperion Financial Advisors since 2011, where he initially served as the Marketing Director for the firm.3 He has since transitioned into a role as a financial advisor. Kyle is registered to provide investment advice in Colorado and Texas, and has passed the Series 66 examinations.5

Expertise and Responsibilities

As an LPL Financial Advisor, Kyle Carlson offers investment-related services to clients.4 He works under the Prosperion Financial Advisors brand, which is a DBA (Doing Business As) for LPL Business.67 In this capacity, he dedicates a significant amount of time to his advisory role, reportedly spending about 160 hours per month on investment-related activities.6

Personal Interests

Outside of his professional life, Kyle has several passions and hobbies:

• Sports: He enjoys golf and hockey1
• Music: Kyle is interested in drumming1
• Cycling: He is described as an avid cyclist3
• Travel: Kyle enjoys traveling3
• Automotive: He is an amateur auto-restorer3

Kyle Carlson maintains a professional presence on LinkedIn, where he has over 500 connections.2 His educational background includes studies at Oral Roberts University.2