Kyle Shick, Cfp®

Kyle Shick, Cfp® Email and Phone Number

Financial Advisor @ Baird
Portland, OR, US
Kyle Shick, Cfp®'s Location
Portland, Oregon, United States, United States
Kyle Shick, Cfp®'s Contact Details

Kyle Shick, Cfp® work email

Kyle Shick, Cfp® personal email

n/a
About Kyle Shick, Cfp®

I utilize a holistic approach to wealth management while leveraging Baird's innovative software and internal resources to deliver financial planning and investment solutions to multigenerational families.

Kyle Shick, Cfp®'s Current Company Details
Baird

Baird

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Financial Advisor
Portland, OR, US
Kyle Shick, Cfp® Work Experience Details
  • Baird
    Financial Advisor
    Baird
    Portland, Or, Us
  • Baird
    Financial Advisor
    Baird Jan 2015 - Present
    Portland, Oregon
    People define wealth management differently, with most focused on investment consulting. As a client of The Shick Group however, you benefit from an innovative, multi-generational team that has a clear and comprehensive vision of wealth management. Our approach is focused on proactively addressing and simplifying your major financial concerns such as preserving your wealth, protecting your assets, ensuring sufficient cash flow in retirement to maintain your lifestyle, and facilitating the most tax-efficient way to pass your assets to loved ones or charitable organizations. Our goal is to make an impact on your life so you can focus on making a positive impact on your family and community. About Baird: An employee-owned, international firm, Baird is a trusted partner serving the wealth management needs of families, individuals and organizations from offices across the US. Our culture has remained strong since 1919 by remaining true to our core ideals and is reflected in our fifteenth consecutive year on FORTUNE Magazine's 100 Best Companies to Work For list.
  • Stifel Financial Corp.
    Intern
    Stifel Financial Corp. Jun 2014 - Sep 2014
    Portland, Oregon Area
  • Mcadams Wright Ragen
    Intern
    Mcadams Wright Ragen Dec 2012 - Mar 2014
    Portland, Oregon Area
  • Orange Torpedo Trips
    River Guide
    Orange Torpedo Trips Jun 2010 - Aug 2012
    Lewiston Idaho (Lower Salmon River)

Kyle Shick, Cfp® Skills

Wealth Management Asset Management Financial Planning Client Relations

Kyle Shick, Cfp® Education Details

Frequently Asked Questions about Kyle Shick, Cfp®

What company does Kyle Shick, Cfp® work for?

Kyle Shick, Cfp® works for Baird

What is Kyle Shick, Cfp®'s role at the current company?

Kyle Shick, Cfp®'s current role is Financial Advisor.

What is Kyle Shick, Cfp®'s email address?

Kyle Shick, Cfp®'s email address is ks****@****ird.com

What schools did Kyle Shick, Cfp® attend?

Kyle Shick, Cfp® attended Oregon State University.

What skills is Kyle Shick, Cfp® known for?

Kyle Shick, Cfp® has skills like Wealth Management, Asset Management, Financial Planning, Client Relations.

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