Kyle Leipold Email & Phone Number

Saint Paul, Minnesota

Greater Milwaukee Area

Financial Advisors' Advisory Council (FAAC)International Financial Advisor -- First Vice-President and Assistant Branch Director with the Sage 8 Advisory Group of RBC Wealth Management. I am a Registered Representative with Series 9/10 General Sales Supervisory, Series 7 General Securities Representative, 63 Uniform Securities State Law, 65 Uniform Investment Advisor Law, and Life Insurance Licenses. We are strategically positioned to compete with major brokerage firms by providing superb customer service with a competitive fee structure. We offer clients a large selection of investment products offered through a broker dealer with many years of investment experience and a knowledgeable back-office support team. Operating within a team atmosphere of six financial advisors and four associates with over 100 years of combined experience, we strive to create portfolios that meet client needs and market conditions. My target market caters to small and medium-sized businesses and individual retirement plans. Main products include 401k plans, SEP plans, IRAs, Separately Managed Accounts, ETFs, mutual funds and individual stocks, just to name a few.Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.Non-U.S. Residents This website has been published in the United States and is intended to provide information and documents in compliance with applicable United States laws and regulations. For non-U.S. residents or citizens, RBC Capital Markets, LLC may not be licensed in your jurisdiction, and the contents of this website are not a solicitation or advertisement in your jurisdiction.

Mequon, Wi

Milwaukee, Wi

Owner of a small, niche financial advisory firm located in downtown Milwaukee. We transitioned our practice to the Edstrom Kuklinski Leipold Financial Strategies Group of Wells Fargo Advisors, LLC.

Mbs, Marketing

Bachelor Of Science, Marketing

Education record