Kyle Kirsch has been successfully providing financial advice and superior service to his clients since 1993.
Kyle's goal is to assist individuals and closely held businesses achieve their financial goals. Whether those goals are wealth accumulation, preservation or protection, Kyle's role remains the same: Provide the advice, products and services that help individuals and families to achieve their financial goals while maintaining a level of service that people expect and deserve.
To stay current in his field and develop his professional skills, Kyle attends industry training and certification programs. This includes completing the curriculum and passing the exams for the:
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Certified Plan Fiduciary Advisor (CPFA)
Kyle strives to maintain the highest educational and ethical standards and has obtained the following registrations:
- FINRA Series 7 Securities
- FINRA Series 66
- Life/Health/Accident Insurance License
Kyle is a 1991 graduate of St. John's University. He resides in Edina with his wife Kelly and his four boys. Kyle is active in his community and has served on various boards & committees, including the Our Lady of Grace finance council, Our Lady of Grace Men's Club, St. John's Alumni Board, Boy Scout Scout Troop 102 & Quinn's Cup.
Kyle is thankful for the privilege of working for you and your continued support and business!
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at email@example.com. Complaints about an Equitable Advisors FP should be directed to firstname.lastname@example.org.