Assistant Vice President, Financial Advisor
Commerce Financial Advisors
Kyle joined Commerce Financial Advisors in January of 2020 to help clients define their financial goals, develop a strategy to make them a reality, and measure their progress along the way. Prior to joining Commerce Financial Advisors, Kyle started with Commerce Trust Company in 2015. He has more than 10 years’ experience helping clients take a holistic approach to their financial life.
Kyle assists clients with investment management, retirement planning, and insurance strategies. Kyle earned his Bachelor of Business Administration degree in finance from Illinois Wesleyan University in 2009. He has his Securities Licenses Series 7 and 66 held with LPL Financial, as well as his License for Life, Health, and Variable Contracts. Kyle obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2013 and his Chartered Financial Analyst designation in 2016.
1339 East Empire St, Bloomington, IL
The location listed above is the registered office for the Financial Advisor. Please call or email to set up an appointment at the banking center you selected.
FINRA (Financial Industry Regulatory Authority) oversees the people and firms that sell stocks, bonds, mutual funds and other securities. Use FINRA's BrokerCheck to find employment history, certifications, and licenses — as well as regulatory actions, violations or complaints — for any financial advisor. You can also obtain information about Commerce Brokerage Services, Inc. on the site.