Kyle Bird, CFP® is a financial professional of over 14 years working directly with individuals and families. Guidance provided to clients is done in a consultative, unbiased manner for the client’s individual situation. Kyle’s passion for capital markets dates back to his high school years when his father was trading for fun in the early days of online trading. Meeting with open-minded individuals as well as families who want to plan for their financial success by aligning with a professional for a long-term relationship motivates him each and every day. He gets the most satisfaction when he can assist clients in understanding difficult concepts, which removes the bewilderment of the market and how to achieve financial success that may be keeping them from achieving their goals. He enjoys spending time with his two young daughters.
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Investment CounselorFisher Investments May 2021 - PresentPlano, Texas, Us -
Financial ConsultantTd Ameritrade Apr 2018 - May 2021Omaha, Ne, Us -
Investment Consultant/Branch ManagerScottrade May 2006 - May 2021Saint Louis, Mo, Us -
Branch Stockbroker InternScottrade Nov 2004 - May 2006Saint Louis, Mo, Us -
Associate AdvisorDelorenzo Financial Planning Mar 2014 - Jul 2014Associate advisor hired to grow book of business for mature practiceAccumulated $1.5M in assets during first monthPrimarily worked with 403(b) plans and NY teachersConducted client reviews, prepared personal financial statements. Worked with clients to identify financial needs, set goals, and implement solutions for success.Prepared investment performance reviews and conducted portfolio management decisions on a $45M book of business.
Kyle Bird Education Details
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University Of Central FloridaGeneral -
Bryant UniversityGeneral
Frequently Asked Questions about Kyle Bird
What company does Kyle Bird work for?
Kyle Bird works for Fisher Investments
What is Kyle Bird's role at the current company?
Kyle Bird's current role is Investment Counselor at Fisher Investments.
What schools did Kyle Bird attend?
Kyle Bird attended University Of Central Florida, Bryant University.
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