Kyle Cross, CFP®
With a strong educational background, Kyle is well prepared for his numerous responsibilities, all of which are designed to streamline and improve the experience for the team's clients. In addition to helping with the operational functions and client servicing provided by the team, he orchestrates the coordination of each client's specific service needs with individual specialists throughout our Wells Fargo affiliates – including access for qualified investors to Financial Planning, Lending Services, Educational Funding, Retirement Plans, and Stock Option Exercises.
While attending the University of Kansas, Kyle obtained a Bachelors Degree in Finance. He also spent a year in an internship program working with a Senior Investment Advisor. He gained invaluable experience creating portfolios, updating trading platforms, managing client relation software and managing paperwork. By the time he graduated he had already gained more experience than most financial advisors within their first year. Beyond this, Kyle's grades ranked him within the top 15% percent of his college class. He has since attained his Life Accident and Health Insurance License, as well as FINRA Series 7 & 66 registrations.
Outside of the office, he continues to teach as he coaches children on the great game of baseball! An avid hunter and outdoorsman, Kyle is a member of the Ducks Unlimited Chapter in Lawrence, KS. Kyle grew up in Lawrence, Kansas, and is proud to still call this home.