Financial Planner
Current
Jun 2023 - Present
AeroLeads people directory · profile
Kyle Reichenbach Email & Phone Number
Financial Planner
at
Merkel Wealth Management
1 work email found
@askmattdicken.com
1 phone found area 847
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner
Location
Westerville, Ohio, United States
Who is Kyle Reichenbach? Overview
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Quick answer
Kyle Reichenbach is listed as Financial Planner at Merkel Wealth Management, based in Westerville, Ohio, United States. AeroLeads shows a work email signal at askmattdicken.com, phone signal with area code 847, and a matched LinkedIn profile for Kyle Reichenbach.
Kyle Reichenbach previously worked as Business Development Specialist at Strategic Wealth Designers and Financial Advisor at Eischen Financial Group And Adaptation Financial Advisors. Kyle Reichenbach holds Bachelor Of Science (Bs), Finance Major (History Minor) from Miami University.
Company email context
Email format at Merkel Wealth Management
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{first}.{last}@askmattdicken.com
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AeroLeads found 1 current-domain work email signal for Kyle Reichenbach. Compare company email patterns before reaching out.
Profile bio
About Kyle Reichenbach
Advising families and business owners for over 15 years on:- Financial planning, including: Retirement; College; Risk/Insurance management; Debt management.- Business strategy, including: Financial planning for business and owners; Maximizing human resources through employee benefits tools.- Tax planning, including: Minimizing tax burden; Maximizing tax strategies.
Listed skills include Leadership, Investments, Financial Analysis, Microsoft Excel, and 18 others.
Current workplace
Kyle Reichenbach's current company
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9 roles
Kyle Reichenbach work experience
A career timeline built from the work history available for this profile.
Business Development Specialist
Mergers and Acquisitions: Leading Strategic Wealth Designers M&A initiative to bring our vision of helping families secure their financial future to more financial advisors.Company 401K Plans: Helping Employers maximize their company retirement plan benefit to attract and retain talent; and secure the retirement of owners and employees.
Jun 2021 - Dec 2022
Financial Advisor
Eischen Financial Group And Adaptation Financial Advisors
Series 65 licensed financial adviser.
Jun 2018 - May 2021
Managing Partner
Leopardus Group/K Reich Inc.
Investment Research and Due DiligenceBudgeting & Project ManagementFinancial statement preparation & Tax filingsKey roles/Responsibilities:- Banking & Mortgage financing: Secured over $1MM in real estate backed loans. - Accounting: Responsible for monthly, quarterly, and annual financial statements and tax reporting.- Legal & Regulatory issues
Jul 2003 - May 2018
Paraplanner
Jul 2017 - Feb 2018
Client Service Coordinator
Roles and responsibilities include: Client service; Billing; Compliance; Strategic planning; StaffingLed hiring committee, rsponsible for 5 hires in 2015.Co-leader of 2014 state compliance audit.Processed quarterly billing of over 500 accounts.10/2014: Team member/coordinator - Client Service team1/2015: Team Leader - Client Service team2/2015: Member.
Oct 2014 - Aug 2015
Operations And Accounting Manager
Homs Llc
Upgraded accounting system from paper to QuickBooks ProOversaw most financial and operational aspects of manufacturing operationsHuman resources supervisor, including Payroll processingKey roles/Responsibilities:- Human Resources- Accounting- Customer Service- Manufacturing & Warehouse/Inventory Management- Mergers & Acquisitions
Oct 2006 - Dec 2007
Finance And Operations Manager/Founder
Tarheel Publishing Company
Project ManagementBudgetingHuman resources supervisor, including Benefits administration and Payroll processing (ADP & Paychex HRIS systems)Financial statement preparationKey roles/Responsibilities:- Sales- Human Resources- Accounting- Operations- Customer Service- Mergers & Acquistions
Jun 1998 - Aug 2006
Investment Consultant
Provided investment and portfolio advice to clientsCompliance and trading supportKey roles/Responsibilities:- Sales- Customer Service- Regulatory Compliance- Risk Management- Series 7 & 63 general securities licenses
Feb 1994 - May 1998
1 education record
Kyle Reichenbach education
-
Miami University
FAQ
Frequently asked questions about Kyle Reichenbach
Quick answers generated from the profile data available on this page.
What company does Kyle Reichenbach work for?
Kyle Reichenbach works for Merkel Wealth Management.
What is Kyle Reichenbach's role at Merkel Wealth Management?
Kyle Reichenbach is listed as Financial Planner at Merkel Wealth Management.
What is Kyle Reichenbach's email address?
AeroLeads has found 1 work email signal at @askmattdicken.com for Kyle Reichenbach at Merkel Wealth Management.
What is Kyle Reichenbach's phone number?
AeroLeads has found 1 phone signal(s) with area code 847 for Kyle Reichenbach at Merkel Wealth Management.
Where is Kyle Reichenbach based?
Kyle Reichenbach is based in Westerville, Ohio, United States while working with Merkel Wealth Management.
What companies has Kyle Reichenbach worked for?
Kyle Reichenbach has worked for Merkel Wealth Management, Strategic Wealth Designers, Eischen Financial Group And Adaptation Financial Advisors, Leopardus Group/K Reich Inc., and Wealthcare Partners.
How can I contact Kyle Reichenbach?
You can use AeroLeads to view verified contact signals for Kyle Reichenbach at Merkel Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Kyle Reichenbach attend?
Kyle Reichenbach holds Bachelor Of Science (Bs), Finance Major (History Minor) from Miami University.
What skills is Kyle Reichenbach known for?
Kyle Reichenbach is listed with skills including Leadership, Investments, Financial Analysis, Microsoft Excel, Customer Service, Financial Services, Banking, and Finance.
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