Kyle J. Rossi, CFP®, EA, ChFC®, CDFA®, AIF®
LPL Financial Advisor
AVP, Johnson Financial Group Financial Advisors
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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 and specializes in comprehensive financial planning, retirement planning, life transition planning and short- and long-term investment planning
- Obtained his CERTIFIED FINANCIAL PLANNER ™, Enrolled Agent (EA), Chartered Financial Consultant (ChFC®), Certified Divorce Financial Analyst (CDFA®) and Accredited Investment Fiduciary (AIF®) designations to better assist clients in financial planning
- Holds his Series 7 and 66 securities registrations through LPL Financial, as well as life, accident and health insurance licenses
- Received Bachelor's degree in Economics from Drake University
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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 |
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Ask Me About
- Comprehensive financial planning
- Retirement planning
- Life transition planning
- Short- and long-term investment planning
- Tax Strategy