Kyle Zeller, CPFA, AIF®

Kyle R. Zeller, CPFA, AIF®
Senior Investment Relationship Manager
 

Kyle shares the responsibility for providing on-site investment advice, education and service to participants utilizing the SDAdvantage Retirement Plan Platform. He is active with ongoing communication and education, with a focus toward explaining the importance of retirement planning and asset allocation investment strategies. Kyle visits plan sponsor sites to work with participants each quarter, and is available for additional personal planning discussions at any time.

Kyle is also a member of the National Association of Plan Advisors (NAPA); an affiliate of the American Retirement Association (ARA).

 

Professional Licenses:
FINRA Series 6 - Investment Company Products/Variable Contracts Limited Representative 
FINRA Series 7 – General Securities Representative 
FINRA Series 63 – Uniform Securities Agent State Law Examination 
FINRA Series 65 - Uniform Investment Adviser Law Examination 
Life, Accident, Health and Annuity Licensed 
 

Education:
B.S. – Family Financial Management, The Ohio State University

Professional Designations:
CPFA - Certified Plan Fiduciary Advisor
AIF® - Accredited  Investment Fiduciary

 

 

  
 
 
  "Being On-Site and working with our Retirement Plan Solutions participants is a value added service that our clients appreciate. Providing Employee Education is something our firm takes great pride in."  
 

To learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck.