Talk to sales Try for Free
Kyle Wagner, CPFA®

Kyle Wagner, CPFA®

Employee

Followers of Kyle Wagner, CPFA®1000 followers
location of Kyle Wagner, CPFA®Pittsburgh, Pennsylvania, United States

Connect with Kyle Wagner, CPFA® to Send Message

Connect

Connect with Kyle Wagner, CPFA® to Send Message

Connect

  • Timeline

  • About me

    Registered Private Wealth Associate at the Irick Group - Merrill Lynch

  • Education

    • University of Dayton

      2017 - 2021
      Bachelor of Business Administration - BBA Finance

      الأنشطة والجمعيات:Delta Sigma Pi: Professional Business Fraternity

  • Experience

    • Patti's Pizza

      Jan 2014 - Aug 2019
      Employee

    • Dougherty Landscaping

      Jun 2015 - Aug 2018
      Landscaper

    • Univeristy of Dayton

      Sept 2019 - May 2020
      AVIVATE Co-Circular Educator

    • KeyBank

      May 2020 - May 2021

      • Float Teller

        Sept 2020 - May 2021

      • Retail Banking Intern

        May 2020 - Aug 2020

    • Cranberry Highlands Golf Course

      Jun 2021 - Sept 2021
      Golf Attendant

    • Luttner Financial Group

      Jun 2021 - Feb 2022
      Financial Representative

    • Merrill Lynch

      Feb 2022 - now
      Registered Private Wealth Associate

  • Licenses & Certifications

    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Oct 2025

  • Honors & Awards

    • Awarded to Kyle Wagner, CPFA®
      Amelia Earhart Leadership Award Zonta International مارس ٢٠١٦ Awarded to11th graders throughout the county who showcase academic and community-based accomplishments.

  • Volunteer Experience

    • Volunteer

      Issued by First Tee - Pittsburgh
      First Tee - PittsburghAssociated with Kyle Wagner, CPFA®