Kyle Sims Email & Phone Number

Kyle is a senior leader within financial services and Founding Partner at 49 Financial. Kyle joined the industry in 2005 and has been recognized with numerous awards for dedicated client service and leadership development throughout his career. In January 2018, Kyle officially joined 49 Financial as Founding & Managing Partner. Guided by the conviction that "two are better than one," 49 Financial is dedicated to collaborative client and advisor service. Kyle launched the Dallas office of 49 and has since been involved in launching and leading additional geographies throughout the country. Kyle is also a respected speaker on leadership development in the financial industry, delivering keynotes, globally. Kyle has spoken throughout the United States on the topics of leadership development and training in the financial services industry, and he has been recognized as a key-note for a number of colleges & universities, corporate leadership teams, and industry organizations. In addition to serving his own clientele, Kyle is passionate about developing advisors and leaders within 49 Financial.Certain appropriately licensed individuals are registered to sell securities offered through Oakwood Capital Securities(“Oakwood”), Member FINRA/SIPC. Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC (“49WM”), an SEC Registered Investment Adviser. Oakwood and 49 Wealth Management, LLC are not affiliated companies. 49WM does not provide tax or legal advice and is not a certified public accountant. This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)387-0495.

Listed skills include Developing And Training A Team Of Associates And Staff, Financial Needs Analysis, Managment, Business Succession Planning, and 1 others.

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  Harvard University

  Government