As CEO, Kyle oversees firm direction and strategy at Guide Wealth Partners. With a focus on servant leadership, Kyle concentrates his time on the growth and development of his team. “My dad taught me early on if you take care of your team, they will take care of the clients.”
Kyle also continues to work with clients through his team. “When you look at what our clients’ needs – planning for life – this can only be accomplished through a team.”
Credentials
- CERTIFIED FINANCIAL PLANNER®
- Series 7, 24, & 66
- Life and Health Insurance License
- Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC
- Bachelor of Arts, Financial Management, Spanish; University of St. Thomas
Associations
- Cedar Rapids Leadership for Five Seasons, Class of 2016,
- Leadership for Five Seasons, Youth Committee, Past Member
- Tanager Place, Associate Board member, Past Member
- American Heart Association, past member of Heart Ball Committee
- Kirkwood Learning Center, Financial Literacy volunteer
- Million Dollar Round Table, member*
- National Association of Insurance and Financial Advisors, member
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluations.