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Kyle J. Rossi, CFP®, AIF®

Experienced advisor with long-term vision.

As Assistant Vice President, LPL Financial Advisor, Kyle uses his knowledge of investments and financial planning to help clients work towards their short and long-term financial goals. He builds strong relationships with clients while delivering comprehensive, tailored financial solutions to help them succeed.

Experience

  • Started in the financial services industry in 2013
  • Specializes in comprehensive financial planning, retirement planning, life transition planning, and short and long-term investment planning
  • Obtained his Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) designation to better assist clients in financial planning and holds his Series 7 and 66 securities registrations through LPL Financial, as well as life, accident, and health insurance licenses
  • Bachelor's degree-Economics, Drake University

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC)Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

 

Ask Me About

  • Comprehensive Financial Planning
  • Retirement Planning
  • Life Transition Planning
  • Short and Long-term Investment Planning

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