Kyle Felske, Cfp®

Kyle Felske, Cfp® Email and Phone Number

Private Wealth Advisor @ Natoma Wealth
Folsom, CA, US
Kyle Felske, Cfp®'s Location
Folsom, California, United States, United States
Kyle Felske, Cfp®'s Contact Details
About Kyle Felske, Cfp®

On a mission to help individuals, families, and small business owners to take control of their financial futures and achieve their long-term goals. With expertise in wealth building, investment strategies, lifestyle optimization, and risk management, I am committed to guiding my clients towards financial success and peace of mind.

Kyle Felske, Cfp®'s Current Company Details
Natoma Wealth

Natoma Wealth

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Private Wealth Advisor
Folsom, CA, US
Kyle Felske, Cfp® Work Experience Details
  • Natoma Wealth
    Private Wealth Advisor
    Natoma Wealth
    Folsom, Ca, Us
    View
  • Natoma Wealth
    Private Wealth Advisor
    Natoma Wealth Nov 2017 - Present
    View
  • Loring Ward
    Relationship Manager
    Loring Ward Jan 2017 - Nov 2017
    St. Louis, Missouri, Us
    View
  • Scottrade
    Investment Consultant
    Scottrade Apr 2011 - Jan 2017
    Saint Louis, Mo, Us
    Investment Consultant (November 2013 - January 2017) • 3 years 3 months• Series 66 exam: Uniform Combined State Law Examination (Passed on 06/27/2016)Investment Consultant Trainee (July 2013 - November 2013) • 5 months• Series 7 exam: General Securities Representative Examination (Passed on 10/10/2013)• Series 63 exam: Uniform Securities Agent State Law Examination (Passed on 11/11/2013)Intern (April 2011 - July 2013) • 2 years 4 months
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Kyle Felske, Cfp® Skills

Investments Financial Analysis Insurance Market Research Crm Leadership Finance Customer Service Financial Modeling Portfolio Management Time Management Microsoft Excel Series 63 Series 7

Kyle Felske, Cfp® Education Details

  • College For Financial Planning
    College For Financial Planning
    Financial Planning And Services
  • California State University-Sacramento
    California State University-Sacramento
    Economics Minor
  • Jesuit High Sacramento
    Jesuit High Sacramento
    College Preparatory

Frequently Asked Questions about Kyle Felske, Cfp®

What company does Kyle Felske, Cfp® work for?

Kyle Felske, Cfp® works for Natoma Wealth

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

Kyle Felske, Cfp®'s current role is Private Wealth Advisor.

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

Kyle Felske, Cfp®'s email address is kf****@****lth.com

What is Kyle Felske, Cfp®'s direct phone number?

Kyle Felske, Cfp®'s direct phone number is +191661*****

What schools did Kyle Felske, Cfp® attend?

Kyle Felske, Cfp® attended College For Financial Planning, California State University-Sacramento, Jesuit High Sacramento.

What skills is Kyle Felske, Cfp® known for?

Kyle Felske, Cfp® has skills like Investments, Financial Analysis, Insurance, Market Research, Crm, Leadership, Finance, Customer Service, Financial Modeling, Portfolio Management, Time Management, Microsoft Excel.

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