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).
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
B.S. – Family Financial Management, The Ohio State University
CPFA - Certified Plan Fiduciary Advisor
AIF® - Accredited Investment Fiduciary