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Kyle B. Zimmerman, CFP®, CEO

Kyle B. Zimmerman, CFP®, CEO

CEO

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.”

Kyle and his wife, Laura, live in his hometown of Cedar Rapids. They have three kids, Owen, Brian and Jane, and a Bernese Mountain Dog, Gretchen. He enjoys being creative in the kitchen with his kids and playing hockey, basketball and soccer. While he loves to travel, his favorite place is at home with family and friends.


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
  • Tanager Place, Associate Board member
  • American Heart Association, past member of Heart Ball Committee
  • Kirkwood Learning Center, Financial Literacy volunteer
  • Million Dollar Roundtable, member*
  • National Association of Insurance and Financial Advisors, member



*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.