AeroLeads people directory · profile
Kyle Felske, Cfp® Email & Phone Number
Private Wealth Advisor
at
Natoma Wealth
1 work email found
@natomawealth.com
5 phones found area 916 and 314
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Wealth Advisor
Location
Folsom, California, United States
Who is Kyle Felske, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kyle Felske, Cfp® is listed as Private Wealth Advisor at Natoma Wealth, based in Folsom, California, United States. AeroLeads shows a work email signal at natomawealth.com, phone signal with area code 916, 314, and a matched LinkedIn profile for Kyle Felske, Cfp®.
Kyle Felske, Cfp® previously worked as Relationship Manager at Loring Ward and Investment Consultant at Scottrade. Kyle Felske, Cfp® holds Financial Planning And Services from College For Financial Planning.
Company email context
Email format at Natoma Wealth
This section adds company-level context without repeating Kyle Felske, Cfp®'s masked contact details.
*@natomawealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Kyle Felske, Cfp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investments, Financial Analysis, Insurance, Market Research, and 10 others.
Current workplace
Kyle Felske, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Kyle Felske, Cfp® work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor
Current
Nov 2017 - Present
Relationship Manager
Jan 2017 - Nov 2017
Investment Consultant
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
Apr 2011 - Jan 2017
3 education records
Kyle Felske, Cfp® education
Financial Planning And Services
College For Financial Planning
Finance Major, Economics Minor
California State University-Sacramento
Diploma, College Preparatory
Jesuit High Sacramento
FAQ
Frequently asked questions about Kyle Felske, Cfp®
Quick answers generated from the profile data available on this page.
What company does Kyle Felske, Cfp® work for?
Kyle Felske, Cfp® works for Natoma Wealth.
What is Kyle Felske, Cfp®'s role at Natoma Wealth?
Kyle Felske, Cfp® is listed as Private Wealth Advisor at Natoma Wealth.
What is Kyle Felske, Cfp®'s email address?
AeroLeads has found 1 work email signal at @natomawealth.com for Kyle Felske, Cfp® at Natoma Wealth.
What is Kyle Felske, Cfp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 916, 314 for Kyle Felske, Cfp® at Natoma Wealth.
Where is Kyle Felske, Cfp® based?
Kyle Felske, Cfp® is based in Folsom, California, United States while working with Natoma Wealth.
What companies has Kyle Felske, Cfp® worked for?
Kyle Felske, Cfp® has worked for Natoma Wealth, Loring Ward, and Scottrade.
How can I contact Kyle Felske, Cfp®?
You can use AeroLeads to view verified contact signals for Kyle Felske, Cfp® at Natoma Wealth, including work email, phone, and LinkedIn data when available.
What schools did Kyle Felske, Cfp® attend?
Kyle Felske, Cfp® holds Financial Planning And Services from College For Financial Planning.
What skills is Kyle Felske, Cfp® known for?
Kyle Felske, Cfp® is listed with skills including Investments, Financial Analysis, Insurance, Market Research, Crm, Leadership, Finance, and Customer Service.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial