Kyle Bakas
Arnold and Mote Wealth Management · Hiawatha, Iowa
Kyle Bakas is a fee-only financial advisor at Arnold and Mote Wealth Management in Hiawatha, Iowa, who holds the CFP credential. Arnold and Mote Wealth Management reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Arnold and Mote Wealth Management |
|---|---|
| Based in | Hiawatha, Iowa |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $168.2M across 585 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, TX · CRD 8124908 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | arnoldmotewealthmanagement.com |
How Kyle's firm compares
- Arnold and Mote Wealth Management's average account is about $288,000, from its Form ADV (assets managed divided by 585 accounts).
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Questions about Kyle
Is Kyle Bakas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Arnold and Mote Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kyle charge for financial advice?
Kyle's firm, Arnold and Mote Wealth Management, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Kyle Bakas based?
Kyle Bakas is based in Hiawatha, Iowa.
What credentials does Kyle Bakas hold?
Kyle Bakas holds the CFP credential.
Is Kyle Bakas registered with the SEC?
Yes. Kyle Bakas is registered as an investment adviser representative in IA and TX (CRD 8124908), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arnold and Mote Wealth Management manage?
Arnold and Mote Wealth Management reports $168.2M across 585 accounts in assets under management.
How do I contact Kyle Bakas?
Through Kyle's website, arnoldmotewealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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