Kyle Reichenbach

Kyle Reichenbach Email and Phone Number

Financial Planner @ Merkel Wealth Management
Kyle Reichenbach's Location
Westerville, Ohio, United States, United States
Kyle Reichenbach's Contact Details

Kyle Reichenbach work email

Kyle Reichenbach personal email

Kyle Reichenbach phone numbers

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.

Kyle Reichenbach's Current Company Details
Merkel Wealth Management

Merkel Wealth Management

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Financial Planner
Kyle Reichenbach Work Experience Details
  • Merkel Wealth Management
    Financial Planner
    Merkel Wealth Management Jun 2023 - Present
    Columbus, Ohio, Us
    View
  • Strategic Wealth Designers
    Business Development Specialist
    Strategic Wealth Designers Jun 2021 - Dec 2022
    Louisville, Kentucky, Us
    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.
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  • Eischen Financial Group And Adaptation Financial Advisors
    Financial Advisor
    Eischen Financial Group And Adaptation Financial Advisors Jun 2018 - May 2021
    Series 65 licensed financial adviser.
  • Leopardus Group/K Reich Inc.
    Managing Partner
    Leopardus Group/K Reich Inc. Jul 2003 - May 2018
    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
  • Wealthcare Partners
    Paraplanner
    Wealthcare Partners Jul 2017 - Feb 2018
    Indianapolis, In, Us
    View
  • Strategic Wealth Designers
    Client Service Coordinator
    Strategic Wealth Designers Oct 2014 - Aug 2015
    Louisville, Kentucky, Us
    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, company Leadership Team
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  • Homs Llc
    Operations And Accounting Manager
    Homs Llc Oct 2006 - Dec 2007
    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
  • Tarheel Publishing Company
    Finance And Operations Manager/Founder
    Tarheel Publishing Company Jun 1998 - Aug 2006
    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
  • Charles Schwab
    Investment Consultant
    Charles Schwab Feb 1994 - May 1998
    Westlake, Texas, Us
    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
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Kyle Reichenbach Skills

Leadership Investments Financial Analysis Microsoft Excel Customer Service Financial Services Banking Finance Human Resources Portfolio Management Corporate Finance Small Business Credit Management Retirement Solutions Investment Advisory Strategic Financial Planning Relationship Management Mergers And Acquisitions Project Management Regulatory Compliance Financial Risk Management

Kyle Reichenbach Education Details

  • Miami University
    Miami University
    Finance Major (History Minor)

Frequently Asked Questions about Kyle Reichenbach

What company does Kyle Reichenbach work for?

Kyle Reichenbach works for Merkel Wealth Management

What is Kyle Reichenbach's role at the current company?

Kyle Reichenbach's current role is Financial Planner.

What is Kyle Reichenbach's email address?

Kyle Reichenbach's email address is ky****@****ken.com

What is Kyle Reichenbach's direct phone number?

Kyle Reichenbach's direct phone number is (847) 367*****

What schools did Kyle Reichenbach attend?

Kyle Reichenbach attended Miami University.

What are some of Kyle Reichenbach's interests?

Kyle Reichenbach has interest in Children, Economic Empowerment, Civil Rights And Social Action, Social Justice, Developing Leadership In Children, Poverty Alleviation, Human Rights.

What skills is Kyle Reichenbach known for?

Kyle Reichenbach has skills like Leadership, Investments, Financial Analysis, Microsoft Excel, Customer Service, Financial Services, Banking, Finance, Human Resources, Portfolio Management, Corporate Finance, Small Business.

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