Kyle Morgan Smith, CFP®, CLU®, RICP®

Wealth Management Advisor

Welcome from Kyle Smith


Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, Kyle Smith can help. Kyle Smith understands the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time—yours and mine. Kyle Smith will work to understand your current personal and financial circumstances and your goals for the future.  Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

By meeting with our clients regulary, we can make the necessary adjustments to your plan protecting your overall financial security for the future.

The relationships we develop with our clients enable us to provide you with the guidance to make smart decisions about your money.

Kyle Smith

Wealth Management Advisor

Protect your largest asset

Disability income insurance can protect your largest asset - your income. Northwestern Mutual can help. Learn more about how a disability insurance policy can help protect your income and your family.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.


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