Kyle  George,  CFP<sup>&reg;</sup> - Financial Advisor

Kyle George, CFP®

Vice President & Relationship Manager

Lake Ridge Bank

6430 Bridge Rd
Monona, WI 53713-1846
FINANCIAL ADVISOR'S WEBSITE
(608) 826-3530 CONNECT WITH Kyle
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General

Kyle George is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Lake Ridge Bank in Monona, WI and the surrounding communities.

Financial Advisor Experience

Kyle has been serving clients in Madison and the greater southern Wisconsin region for 15 years. He began his career as a banker before assisting clients with financial planning beginning in 2014. His education includes a B.A. in Economics and Philosophy at Augustana College - Rock Island, IL.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: Wisconsin
  • Health/disability insurance: Wisconsin

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes

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