![Kyle Wegrzyn](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Perfil
Mr. Kyle Wegrzyn is a Wealth Advisor at Keel Point LLC.
He and his team seek to help individuals, families, and businesses manage complex financial decisions.
By utilizing a clear and disciplined approach, he provides clarity on current needs and future goals.
He uses a collaborative process to craft tailored financial plans and investment strategies that guide families to achieving their desired goals.
He is also a Certified Financial Planner at Keel Point.
Prior to joining Keel Point, Mr. Wegrzyn worked as a Financial Advisor for Raymond James.
He studied his Bachelor of Business Adminsitration, Finance with concentration in Risk Management and Financial Planning at Mississippi State University.
Cargos activos de Kyle Wegrzyn
Empresas | Cargo | Inicio |
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Keel Point LLC
![]() Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Analyst-Equity | 01/06/2018 |
Antiguos cargos conocidos de Kyle Wegrzyn.
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Raymond James & Associates, Inc. (Invt Mgmt)
![]() Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Analyst-Equity | 01/06/2018 |
Formación de Kyle Wegrzyn.
Mississippi State University | Undergraduate Degree |
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Empresas privadas | 2 |
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Keel Point LLC
![]() Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Finance |
Raymond James & Associates, Inc. (Invt Mgmt)
![]() Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Finance |
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