Wealth Advisor
Current
Mar 2024 - Present
AeroLeads people directory · profile
Krystal Wyss, Mba, Cfp®, Crpc® Email & Phone Number
Wealth Advisor - Pursuit Wealth Group
at
Pursuit Wealth Group
1 work email found
@firstmidwest.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor - Pursuit Wealth Group
Location
Joliet, Illinois, United States
Who is Krystal Wyss, Mba, Cfp®, Crpc®? Overview
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Quick answer
Krystal Wyss, Mba, Cfp®, Crpc® is listed as Wealth Advisor - Pursuit Wealth Group at Pursuit Wealth Group, based in Joliet, Illinois, United States. AeroLeads shows a work email signal at firstmidwest.com and a matched LinkedIn profile for Krystal Wyss, Mba, Cfp®, Crpc®.
Krystal Wyss, Mba, Cfp®, Crpc® previously worked as Wealth Advisor at Pursuit Wealth Group and Wealth Paraplanner at Pursuit Wealth Group. Krystal Wyss, Mba, Cfp®, Crpc® holds Certified Financial Planning, Financial Planning And Services from College For Financial Planning.
Company email context
Email format at Pursuit Wealth Group
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*@firstmidwest.com
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AeroLeads found 1 current-domain work email signal for Krystal Wyss, Mba, Cfp®, Crpc®. Compare company email patterns before reaching out.
Profile bio
About Krystal Wyss, Mba, Cfp®, Crpc®
I am an intelligent and hardworking individual who will adapt to different environments within the work place by accomplishing and setting goals. I know how to manage my time which has been a key component to my success.Securities and advisory services are offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Pursuit Wealth Group 721 Bedford Road, Morris, IL 60450 | 950 Essington Road, Suite 2A, Joliet, IL 60435 (815) 714-7675. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which she is properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.www.finra.org, www.sipc.org and to our Terms of Use > www.commonwealth.com/termsofuse.html.
Listed skills include Team Leadership, Credit Analysis, Financial Analysis, Budgets, and 21 others.
Current workplace
Krystal Wyss, Mba, Cfp®, Crpc®'s current company
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14 roles
Krystal Wyss, Mba, Cfp®, Crpc® work experience
A career timeline built from the work history available for this profile.
Wealth Paraplanner
Partnering side by side with clients on understanding their overall financial picture to create solutions to meet their financial goals. Partnering with the wealth advisors to create financial plans in various areas such as retirement planning, tax planning, estate planning and college planning for our clients.
Feb 2022 - Mar 2024
May 2021 - Feb 2022
Insurance Specialist
- Assisting in aggregating client assets in financial planning and CRM software, and servicing operational support during and in preparation of client meetings
- Maintaining and deepening existing client relationships through continous support, credibility and rapport
- Cultivate new client relationships
- Support Financial Advisor regarding asset allocation, case design, and financial planning
- Provide daily management of client's needs for insurance and operations
- Collaboration with team, custodians, and broker dealer to maintain existing relationships and resolve client issues
Jul 2018 - May 2021
Rotation: First Midwest Financial Network
Apr 2018 - Jul 2018
Lead Rotational Development Program
- Induction training and professional development courses that provides the foundational knowledge necessary to prepare you for rotational experiences
- Cross-functional work experience through a series of rotations
- Learning and development opportunities, including technical training which will help throughout your career
- Formal Credit Training
- Exposure to bank executives and leadership throughout the organization
- Completion of a Business Project with performance feedback
Jul 2016 - Jul 2018
Rotation: Wealth Management Trust
- Trust Operations - Account Opening/Closing, Regulatory and Compliance functions
- Land Trust - General understanding of Land Trust openings and closings, created Deeds, worked closely with the Chief Land Trust Officer on certain Land Trusts
- Employee Benefit Operations - Developed an understanding of the contribution process, loan processing, withdrawals, and plan analysis
- Investments - Overview of investment basics and strategies, worked on small projects for Chief Investment Officer, Learned the different asset allocations and strategies
- Trust Administration - Overview of the different trusts, guardianships, special needs trusts.
- Relationship Management - Overview of sales and relationship management. Overview of sales process
Dec 2017 - Apr 2018
Rotation: Private Banking
- Underwriting loan requests from Private Bankers
- Attending sales calls and conferences for new and existing clients
- Gathering and evaluating information about the client's financial situation to recommend the client's objectives
Sep 2017 - Dec 2017
Rotation: Retail Quality Assurance Lead
- Review consumer loan applications to ensure all are complete and accurate, consistent with terms and conditions of lending approval, in compliance with federal and state regulations (Reg B, TRID, e-sign act) and.
- Responsible for reviewing accurate HMDA data entry on all loan application received
- Prepare reports and work with retail management to define and implement quality controls
- Track quality control findings and provide feedback to Retail Management
- Communicate with bankers, as to the appropriate documentation needed to clear application exceptions
- Maintain communication with loan officers on status updates and/or changes to the loan file as needed
May 2017 - Sep 2017
Rotation: Commercial Business Banking
- Contribute to the underwriting process by preparing financial data for C&I (Commercial and Industrial loan presentations)
- Gain field experience by participating in client meetings and taking business tours
- Attend and observe loan committee meetings
- Spread financials into spreading software Optimist, test covenants, and test borrowing base certificates
Oct 2016 - May 2017
Pro Shop Assistant
- Assist customers with golf services
- Maintain inventory within the golf shop
- Open and close facility, assuring security
- Interact with customers at McQ’s Sports Dome
- Part-Time Pro-Shop Assistant
Apr 2014 - Nov 2017
Credit Analyst Summer Intern
- Shadowed credit analysts and lending staff to prepare credit write-ups and financial analysis
- Apprehend basic lending practices
- Keyed financial spreads into Moody’s software
- Interpreted loan approvals and entered file information into databases
- Attended work shops develop technical and soft skills related to best industry practices
- Worked closely with a credit analyst on a credit presentation that was $4MM ACE
Jun 2015 - Aug 2015
Intern
- Conducted research for industry analysis and competitor profiles
- Organized information for consultant
- Collaborate with other interns to analyze the industry
Oct 2014 - Jan 2015
Internship
Village Of Homer Glen
- Interacted with residents to explain Village rules and regulations
- Entered and calculated data for permits and regulations into Microsoft
- Gained valuable insight on how to explain the services the Village offered to customers
May 2011 - Aug 2013
3 education records
Krystal Wyss, Mba, Cfp®, Crpc® education
Certified Financial Planning, Financial Planning And Services
College For Financial Planning
Master Of Business Administration (M.B.A.), Finance
University Of St. Francis
Bachelor’S Degree, Mathematics
University Of St. Francis
FAQ
Frequently asked questions about Krystal Wyss, Mba, Cfp®, Crpc®
Quick answers generated from the profile data available on this page.
What company does Krystal Wyss, Mba, Cfp®, Crpc® work for?
Krystal Wyss, Mba, Cfp®, Crpc® works for Pursuit Wealth Group.
What is Krystal Wyss, Mba, Cfp®, Crpc®'s role at Pursuit Wealth Group?
Krystal Wyss, Mba, Cfp®, Crpc® is listed as Wealth Advisor - Pursuit Wealth Group at Pursuit Wealth Group.
What is Krystal Wyss, Mba, Cfp®, Crpc®'s email address?
AeroLeads has found 1 work email signal at @firstmidwest.com for Krystal Wyss, Mba, Cfp®, Crpc® at Pursuit Wealth Group.
Where is Krystal Wyss, Mba, Cfp®, Crpc® based?
Krystal Wyss, Mba, Cfp®, Crpc® is based in Joliet, Illinois, United States while working with Pursuit Wealth Group.
What companies has Krystal Wyss, Mba, Cfp®, Crpc® worked for?
Krystal Wyss, Mba, Cfp®, Crpc® has worked for Pursuit Wealth Group, Busey, First Midwest Bank, Mistwood Golf Club, and Providence Advisors Llc.
How can I contact Krystal Wyss, Mba, Cfp®, Crpc®?
You can use AeroLeads to view verified contact signals for Krystal Wyss, Mba, Cfp®, Crpc® at Pursuit Wealth Group, including work email, phone, and LinkedIn data when available.
What schools did Krystal Wyss, Mba, Cfp®, Crpc® attend?
Krystal Wyss, Mba, Cfp®, Crpc® holds Certified Financial Planning, Financial Planning And Services from College For Financial Planning.
What skills is Krystal Wyss, Mba, Cfp®, Crpc® known for?
Krystal Wyss, Mba, Cfp®, Crpc® is listed with skills including Team Leadership, Credit Analysis, Financial Analysis, Budgets, Communication Skills, Interpersonal Skill, Microsoft Excel, and Microsoft Word.
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