KP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
295 clients
Average Client Portfolio
$339K average
Assets Under Management
$99.9M
Fee Structure
This brochure supplement provides information about Robert A. Billstein, Jr. that supplements the Independence Capital Company, Inc. brochure. The brochure does not contain specific fee information for Robert A. Billstein, Jr.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
2650 W. Market St., 2nd Floor, Akron, OH, 44333
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is an insurance agent selling fixed life, annuity, health, disability, and long-term care insurance, dedicating minimal time to this. He also provides investment/financial planning services, spending about 10-20% of his time on this.
Employment History
Current Registrations
Independence Capital Co., INC. Broker
October 2024 - Present · 1 yr 3 mos
Revisor Wealth Management LLC
July 2020 - Present · 5 yrs 6 mos
Previous Registrations
Independence Capital Co., INC. Broker
March 2020 - December 2023 · 3 yrs 9 mos
Northcoast Research Partners, LLC Broker
July 2018 - October 2019 · 1 yr 3 mos
State Registrations2 states
OHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.