AeroLeads people directory · profile
Kyle Mccune, Cfp® Email & Phone Number
Financial Planner
at
Worley Erhart-Graves Financial Advisors, Inc.
1 work email found
@wefinancialadvisors.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner
Location
Greater Indianapolis, United States, United States
Who is Kyle Mccune, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kyle Mccune, Cfp® is listed as Financial Planner at Worley Erhart-Graves Financial Advisors, Inc., based in Greater Indianapolis, United States, United States. AeroLeads shows a work email signal at wefinancialadvisors.com and a matched LinkedIn profile for Kyle Mccune, Cfp®.
Kyle Mccune, Cfp® previously worked as Planner at Worley Erhart-Graves Financial Advisors, Inc. and Wealth Management Associate at Bridge Financial Strategies. Kyle Mccune, Cfp® holds B.S.B.A., Accredited Certified Financial Planning Program from Creighton University.
Company email context
Email format at Worley Erhart-Graves Financial Advisors, Inc.
This section adds company-level context without repeating Kyle Mccune, Cfp®'s masked contact details.
{first}@wefinancialadvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Kyle Mccune, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Kyle Mccune, Cfp®
Dedicated wealth management professional with experience in investment advising, taxes, divorce financial planning, and property and casualty insurance.
Listed skills include Comprehensive Financial Planning, Strategic Planning, Bloomberg Terminal, Web Development, and 17 others.
Current workplace
Kyle Mccune, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Worley Erhart-Graves Financial Advisors, Inc.
AeroLeads page
5 roles
Kyle Mccune, Cfp® work experience
A career timeline built from the work history available for this profile.
Planner
Current
Feb 2023 - Present
Wealth Management Associate
- Propose recommendations for financial, investment, tax, insurance, and estate planning strategies
- Collaborate with clients and advisors to execute comprehensive financial and tax planning deliverables
- Develop, manage, and update firm models and client portfolios
- Organize and prepare nearly 100 tax returns filed in cooperation with a CPA
- Compose separate property tracing, property settlement, pension projection, and forensic accounting reports
Nov 2019 - Feb 2023
Independent Agent
The Ahbe Group, Inc.
- Managed a property and casualty insurance book of business
- Communicated with clients to ensure they have proper coverage for their circumstances
- Educated clients on their insurance coverage to offer customized recommendations
May 2019 - Nov 2019
Finance Intern
- Coordinated accounts payable, accounts receivable, billing, contracts database, time reporting, project income statement, reconciliations, and inventory for two subsidiaries in coordination with my team and other.
- Optimized interdepartmental communications and procedures to ensure efficiency and the congruency of financial information
- Cooperated with customers to solve issues regarding contract renewal, POs, and billing
- Analyzed the competitive landscape of both subsidiaries and applied its significance to the long-term business plan
Apr 2018 - May 2019
2 education records
Kyle Mccune, Cfp® education
B.S.B.A., Accredited Certified Financial Planning Program
Education record
FAQ
Frequently asked questions about Kyle Mccune, Cfp®
Quick answers generated from the profile data available on this page.
What company does Kyle Mccune, Cfp® work for?
Kyle Mccune, Cfp® works for Worley Erhart-Graves Financial Advisors, Inc..
What is Kyle Mccune, Cfp®'s role at Worley Erhart-Graves Financial Advisors, Inc.?
Kyle Mccune, Cfp® is listed as Financial Planner at Worley Erhart-Graves Financial Advisors, Inc..
What is Kyle Mccune, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wefinancialadvisors.com for Kyle Mccune, Cfp® at Worley Erhart-Graves Financial Advisors, Inc..
Where is Kyle Mccune, Cfp® based?
Kyle Mccune, Cfp® is based in Greater Indianapolis, United States, United States while working with Worley Erhart-Graves Financial Advisors, Inc..
What companies has Kyle Mccune, Cfp® worked for?
Kyle Mccune, Cfp® has worked for Worley Erhart-Graves Financial Advisors, Inc., Bridge Financial Strategies, The Ahbe Group, Inc., and Union Pacific Railroad.
How can I contact Kyle Mccune, Cfp®?
You can use AeroLeads to view verified contact signals for Kyle Mccune, Cfp® at Worley Erhart-Graves Financial Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Kyle Mccune, Cfp® attend?
Kyle Mccune, Cfp® holds B.S.B.A., Accredited Certified Financial Planning Program from Creighton University.
What skills is Kyle Mccune, Cfp® known for?
Kyle Mccune, Cfp® is listed with skills including Comprehensive Financial Planning, Strategic Planning, Bloomberg Terminal, Web Development, Project Management, Research, Advanced Microsoft Excel, and Advanced Photoshop.
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