Kyle Imholte
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Two Harbors, MN
Credentials
Series 66
Industry experience
17 years
About
Kyle Imholte is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has held roles at various firms including Avantax and 1st Global, and currently works with Haga Kommer, Ltd, a CPA firm where he provides accounting, tax, and consulting services. Imholte is also managing partner at Imholte Financial, LLC and serves as a financial advisor with HK Wealth Management LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and firm-sponsored investment solutions.
Client services
Based on Cetera
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Cetera
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
Two Harbors, MN
Most active in
Kyle I has reported serving >5 clients in these states in the last 12 months.
Minnesota · North Dakota
Work history
Cetera Wealth Services, LLC
2025 - Present (1 year)
Cetera
2025 - Present (1 year)
Hk Wealth Management Llc
2021 - Present (5 years)
Haga Kommer, Ltd
2020 - Present (6 years)
Avantax Insurance Agency and/or Avantax Insurance Services
2019 - 2025 (6 years)
Avantax Investment Services, Inc.
2019 - 2025 (6 years)
Avantax Advisory services
2019 - 2025 (6 years)
Avantax Insurance Services, Inc.
2010 - 2023 (13 years)
1st Global Capital Corp
2008 - 2019 (11 years)
1st Global Advisors, Inc.
2008 - 2019 (11 years)
Imholte & Dahl, Pa
2006 - 2024 (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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