Deep Enrich
Kyle Thomas CFP®, CPFA®
Host
252 followers
Lakeville, Minnesota, United States
Connect with Kyle Thomas CFP®, CPFA® to Send Message
Connect
Connect with Kyle Thomas CFP®, CPFA® to Send Message
ConnectTimeline
About me
Fiduciary Wealth Advisor at Guardian Wealth Strategies
Education
Academy of Holy Angels
2010 - 2014High School DiplomaActivities and Societies: Baseball, cross country, ping pong, and flag football.
University of St. Thomas
2014 - 2018BA in Finance Finance, General SophomoreActivities and Societies: Financial Management Association, Investments Club, Baseball Club - President and Founder
Experience
Outback Steakhouse
Apr 2012 - Jul 2013HostI mainly sat people at tables and cleaned tables. Occasionally I brought out food or drinks.
Walser Automotive Group
Jun 2015 - Jun 2016Service RunnerGreat experience in customer service.
Farmers Insurance
Jun 2016 - Sept 2016InternI was an intern and worked in fields such as marketing, recruitment, and front desk reception.
RBC Wealth Management
Dec 2016 - Jan 2024Senior Financial Associate
Jan 2022 - Jan 2024Senior Investment Associate
Jan 2020 - Jan 2024Client Associate
Dec 2016 - Dec 2020
Guardian Wealth Strategies
Jan 2024 - nowFiduciary Wealth Advisor
Licenses & Certifications
Series 7
FINRAJun 2019
CPFA
National Association of Plan AdvisorsOct 2020Series 66
FINRAJan 2020
Honors & Awards
- Awarded to Kyle Thomas CFP®, CPFA®UST Baseball Club President - Mar 2016 Co-founder and President of baseball club at the university of St. Thomas.
- Awarded to Kyle Thomas CFP®, CPFA®UST Deans List -
Languages
- enEnglish
- spSpanish
Recommendations
Pradeep das
Test Analyst at Infosys | TCSBhubaneshwar, Odisha, India
Amani eric
Fullstack Engineer | IoT | BloggerKigali, Kigali City, Rwanda
Lady rodas
Product | Scrum | Data Analysis | ImprovementColombia
易丽君
Apparel OEM and founder of skin care beauty companyLondon, England, United Kingdom
Michelle myhrvold roy
Business Development Manager NMLS #220568 / Trainer at Advantage Mortgage, Inc. NMLS # 1770599Greater Bend Area
Silvia markeviciute
Project Management Officer, CRM Luxury & RetailParis, Île-de-France, France
Anishka de sá
ABA TherapistDubai, United Arab Emirates
Craig cooper
VP at DealerwebNew York City Metropolitan Area
Pranab bakshi
MS Manufacturing, MBA Operations, B.E. Mechanical With 17 years of experience in production & operat...Kolkata, West Bengal, India
Rashad albalushi
Treatment Operation Manager at Oman Environmental Services Holding Co. SAOC - be'ahMasqaţ, Oman
Ronald nkarabeng modisapudi
Business Development ManagerCity of Johannesburg, Gauteng, South Africa
Marcus t.
Corsair Materials Engineer, CMF Designer, IDTaipei–Keelung Metropolitan area
Vishnu r
Senior Analyst at Allianz Technology|AI-900Trivandrum, Kerala, India
Dominique rosslee
Area ManagerCape Town, Western Cape, South Africa
Eduardo rodriguez yapur
Ingeniero de Sistemas-Tecnólogo del aprendizaje, especialista en soporte e infraestructura. .Bolivia
Isley brito
Administradora I Atendimento ao ClienteCem Engenharia e Manutenção
Piyumi prasandika
Trainee Associate Engineer Data Analytics |MSc (Reading)| BSc(Computer Science) | Data Analytics |Colombo, Western Province, Sri Lanka
Farheen .
Quality Engineer at HashedIn by DeloitteBangalore Urban, Karnataka, India
Priyaranjan jha
Security Specialist at Coinbase | Ex- Bosch | Threat Hunting | Security Researcher | Incident Respon...Bengaluru, Karnataka, India
Jack remnant
Supply Chain Manager at Tinnyo LimitedGreater Cambridge Area
...