Professional

I am a CERTIFIED FINANCIAL PLANNER™ professional with Northwestern Mutual Wealth Management Company. I help my clients achieve their financial goals and objectives by creating personalized and detailed financial plans. People who often find the most value in our work share a few common characteristics; they are extremely busy and don't have the time to properly dedicate to their planning, they are successful in their careers and have done a fair amount of planning already but are maxing out employer plans and also paying a lot in taxes, and they are looking for a new or additional relationship to help them get where they are trying to go. Please reach out to schedule a free and no obligation discovery meeting to see if there is a fit in us working together!

Please visit the personal section of the about me tab to learn a little more about me. http://kylewick.nm.com/Personal.htm.

We work with clients in the Dallas - Fort Worth area, but also in other parts of Texas and many other states, leveraging technology and a network of specialists throughout the country.

My first year with Northwestern Mutual was 2008, as an intern in Iowa. I have had my practice in Dallas since 2011. I am extremely proud to hold the CERTIFIED FINANCIAL PLANNER™ certification.

After completing the rigorous and rewarding coursework Kyle Wick is now authorized by the Certified Financial Planner Board of Standards Inc. (CFP Board) to use the CFP® certification mark. These marks identify those individuals who have met the extensive experience and ethical requirements, have successfully completed the financial planning coursework and have passed the CFP® Certification Examination.  The coursework and exams covered a number of areas, including the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  Earning this certification was of course rewarding for me personally, but it is of utmost importance to continue to expand the quality of expertise that I provide to you in planning for your financial security.

I also hold the CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant) and RICP® (Retirement Income Certified Planner) designations.

 

Kyle Phelps Wick, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

  • Mobile 319-931-4282
  • Office 972-518-3016
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck