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Kyle O'Brien Email & Phone Number

Associate Advisor & Account Manager at Unity Financial Advisors at Advisory Alpha
Location: Detroit Metropolitan Area, United States 7 work roles 2 schools
1 work email found @hantzgroup.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@hantzgroup.com
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Current company
Advisory Alpha
Role
Associate Advisor & Account Manager at Unity Financial Advisors
Location
Detroit Metropolitan Area, United States

Who is Kyle O'Brien? Overview

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Quick answer

Kyle O'Brien is listed as Associate Advisor & Account Manager at Unity Financial Advisors at Advisory Alpha, based in Detroit Metropolitan Area, United States. AeroLeads shows a work email signal at hantzgroup.com and a matched LinkedIn profile for Kyle O'Brien.

Kyle O'Brien previously worked as Associate Advisor & Account Manager at Unity Financial Advisors and Investment Advisor Representative at Advisory Alpha. Kyle O'Brien holds Bachelor'S Degree, Personal Financial Services from Central Michigan University.

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Email format at Advisory Alpha

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{first}.{last}@hantzgroup.com
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Profile bio

About Kyle O'Brien

I am an Associate Advisor & Account Manager with Unity Financial Advisors. We are passionate about helping the Greater Detroit Area residents plan for their future, protect their families, and achieve peace of mind in retirement. We specialize in comprehensive retirement planning, which includes providing financial guidance and services for those beginning to plan for, nearing, or in retirement. I am committed to helping clients build wealth, preserve their assets in retirement, develop a reliable income plan, discuss and implement a plan for long-term care, and leverage money to the next generation or charity.

Listed skills include Teamwork, Microsoft Word, Customer Service, Social Media, and 11 others.

Current workplace

Kyle O'Brien's current company

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Advisory Alpha
Advisory Alpha
Associate Advisor & Account Manager at Unity Financial Advisors
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7 roles

Kyle O'Brien work experience

A career timeline built from the work history available for this profile.

Associate Advisor & Account Manager

Current
Unity Financial Advisors

I am an Investment Advisor Representative under Advisory Alpha, LLC and a licensed life and health insurance agent with the state of Michigan. For more information about Unity Financial Advisors please visit www.unityfinancialadvisors.net.Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Unity Financial Advisors. Unity Financial Advisors is a separate and unaffiliated entity from Advisory Alpha.kobrien@unityfinancialadvisors.net(248) 792-6077

Jul 2017 - Present

Investment Advisor Representative

Current
Advisory Alpha

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Unity Financial Advisors. Unity Financial Advisors is a separate and unaffiliated entity from Advisory Alpha.

Sep 2020 - Present

Investment Advisor Representative

Planners Alliance, Llc

Investment advisory and financial planning services offered through Planners Alliance, LLC, a SECRegistered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SECRegistered Investment Advisor. Insurance, Consulting and Education services offered through UnityFinancial Advisors. Unity Financial Advisors is a separate and unaffiliated entity from Planners Alliance, LLC and Advisory Alpha, LLC

Mar 2018 - Sep 2020

Agent

New York Life Insurance Company

New York, New York, Us

Agent licensed to sell insurance through New York Life Insurance Company.

Nov 2016 - Jun 2017

Financial Services Apprentice

Hantz Group

Southfield, Mi, Us

• Attended weekly case studies in order to better understand the decision making process for clients• Observed one-on-one financial meetings with Senior Advisors and clients• Updated client’s net worth statements for future meetings • Contacted businesses in regards to their current Workers Compensation arrangements• Cold called businesses in the surrounding area to set up complimentary financial education seminars

Jun 2015 - Aug 2015

Commercial Lending Department Intern

Main Street Bank Mi

Hancock, Mi, Us

• Managed the paperless office imaging project for the commercial lending department• Organized Microsoft Excel documents to create a uniform system promoting efficiency between departments• Prepared and maintained the customer online database • Communicated with team members at weekly meetings to better understand the decision process • Compiled financial statements for internal use throughout the bank

May 2014 - Aug 2014

Financial Services Intern

Hantz Group

Southfield, Mi, Us

• Cold called between 50-100 potential clients on a daily basis• Observed one-on-one financial meetings with Senior Advisors and clients• Contacted clients to schedule appointments with Senior Advisors• Responsible for light office work including answering phones, faxing, filing and responding to client e-mails, phone, and walk-in services

Jul 2013 - Aug 2013
2 education records

Kyle O'Brien education

Bachelor'S Degree, Personal Financial Services

Central Michigan University

Bachelor'S Degree, Financial Planning And Services

Macomb Community College
FAQ

Frequently asked questions about Kyle O'Brien

Quick answers generated from the profile data available on this page.

What company does Kyle O'Brien work for?

Kyle O'Brien works for Advisory Alpha.

What is Kyle O'Brien's role at Advisory Alpha?

Kyle O'Brien is listed as Associate Advisor & Account Manager at Unity Financial Advisors at Advisory Alpha.

What is Kyle O'Brien's email address?

AeroLeads has found 1 work email signal at @hantzgroup.com for Kyle O'Brien at Advisory Alpha.

Where is Kyle O'Brien based?

Kyle O'Brien is based in Detroit Metropolitan Area, United States while working with Advisory Alpha.

What companies has Kyle O'Brien worked for?

Kyle O'Brien has worked for Unity Financial Advisors, Advisory Alpha, Planners Alliance, Llc, New York Life Insurance Company, and Hantz Group.

How can I contact Kyle O'Brien?

You can use AeroLeads to view verified contact signals for Kyle O'Brien at Advisory Alpha, including work email, phone, and LinkedIn data when available.

What schools did Kyle O'Brien attend?

Kyle O'Brien holds Bachelor'S Degree, Personal Financial Services from Central Michigan University.

What skills is Kyle O'Brien known for?

Kyle O'Brien is listed with skills including Teamwork, Microsoft Word, Customer Service, Social Media, Leadership, Social Networking, Powerpoint, and Microsoft Excel.

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