Kyle Worthy, Cfp® Qkc Email & Phone Number

I work with business owners and plan sponsors to ensure their retirement plan is working efficiently for all parties. Plan sponsors, participants, and other financial professionals, I’d be happy to help address any questions with a direct message.Prior to Spartan Wealth, I lead of team of retirement consultants at Sentry Insurance.  I received a Bachelor’s degree in Business Administration with a concentration in Financial Services from Indiana Institute of Technology. I received recognition as the outstanding graduate in the Financial Services concentration. I live in Brighton and enjoy staying active. I am an avid Golfer, and PickleballerSecurities and advisory services offered through Cadaret, Grant & Co, Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Cadaret Grant and Spartan Wealth Management are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. finra.org and sipc.org

Listed skills include Computer Security, It Service Management, Public Speaking, Bartending, and 16 others.

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  Indiana Institute Of Technology

  Financial Planning And Services