About Us

Kyle Schiffler CFP®, ChFC, CLU, AIF

Retirement Planning Specialist
Phone: 612-243-3244
Fax: 612-243-3280

Kyle Schiffler has been successfully providing financial advice and superior service to his clients since 2002.

 

To stay on top of his field and develop his professional skills, Kyle attends industry training and certification programs. This includes completing the curriculum and passing the exams for the:

 


  • CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • FINRA Series 7 Securities
  • FINRA Series 66
  • Life/Health/Accident Insurance



 


In addition to industry training and certification programs Kyle values being involved in professional associations to further assist his clientele in assessing their financial situations.


 


Kyle's academic achievements include:


 



  • Bachelors of Arts Degree in Finance with minors in Economics and Computer Science from the University of St Thomas - Magna Cum Laude



  • Wharton Certificate in Retirement Planning - Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.



 


Kyle's community activities include:



  •  University of St Thomas Alumni Board of Directors – 6 Years of Service



Kyle's education, experience and professional affiliations have fostered his practical approach to offering financial advice and planning services to his clients. Rather than just recommending a hodgepodge of unrelated products, first Kyle will consider your specific financial goals and investment objectives. Working together, Kyle can help formulate a strategy to help you work toward your goals. Then, as an investment advisory representative of a securities brokerage, Equitable Advisors, and an agent of an affiliated insurance brokerage, Equitable Network, LLC, Kyle will recommend the appropriate products and services to help you execute your strategy.



Kyle is thankful for the privilege of working for you and your continued support and business!


 


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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