Kyle Griffith, CFP®

Experience

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  Egg Harbor Cafe

  Jan 2014 - Aug 2015

  Host, Busboy
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  Alpha Sigma Phi Fraternity - Kappa Chapter

  Nov 2014 - Nov 2016

  • Create and maintain a budget of $80,000+ each semester to finance fraternity functions• Oversee the fundraising committee to raise funds for the chapter and to promote our brand on campus • Compose emails to solicit donations and partnerships with local businesses and organizations • Manage all of the fraternity social media platforms while adhering to our moral values as an organization

  • Treasurer

    Nov 2015 - Nov 2016

  • Secretary, Social Media Director

    Nov 2014 - Nov 2015
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  The University Club

  Oct 2016 - Dec 2017

  Server

  Provide friendly and timely service to patrons while maintaining a professional attitude

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  Private Wealth Management Firm

  May 2017 - Aug 2017

  Wealth Management Intern

  Cold call prospective clients throughout the nation to encourage them to receive information about the company and the services we offer Complete daily financial planning case studies administered and discussed with the firm’s Wealth Advisors Complete a comprehensive retirement plan for a hypothetical client and present your analysis to upper management

• 

  Wipfli Financial Advisors

  Jan 2018 - Oct 2022

  Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/.We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interest. Show less Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/.We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interest. Show less Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/.We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interest. Show less

  • Financial Advisor

    Apr 2020 - Oct 2022

  • Associate Advisor

    Oct 2018 - Apr 2020

  • Financial Advisory Intern

    Jan 2018 - Sept 2018
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  Creative Planning

  Oct 2022 - now

  Wealth Manager

  Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.