Kyle Heller CFP®
Kyle Heller is a Founding Partner and Wealth Advisor at Waypoint Wealth Group in Woodbury, MN, a strategic partner of North Star Resource Group. Kyle and partner Rich Hanzlik work to provide wealth management and an array of services to their clients. Kyle and Rich together have over 35 years of combined experience and cater to pre and post retirees, business owners, families, physicians and high net worth individuals within the St. Croix River Valley and surrounding areas.
As a Financial Advisor, Kyle considers his career similar to that of a physician in that he listens to the client’s needs and goals (their symptoms) and from there develops recommendations and strategies to actively pursue their goals (diagnosis and prescription). No two clients are alike. As they go through life, their lifestyle and needs change, which encourages Kyle to continually learn and challenge himself to find the strategy best suited for his clients.
Finance can be an intimate topic to discuss, which is why Kyle strives to develop a strong sense of trust and communication with his clients. He wants to be a resource to alleviate the stress that often accommodates financial decisions by helping to identify areas that can be improved in order to strengthen the overall picture.
Kyle’s Areas of Focus include:
- Asset Protection Strategies
- Business Owners
- Comprehensive Fee-Based Financial Planning
- Estate Planning
- Retirement Strategies
- Wealth Management
- CERTIFIED FINANCIAL PLANNER™ professional, CFP®
- FINRA Series 7 and 66 registered
- Life and Health Licensed
A graduate of the University of Minnesota – Twin Cities, Kyle now lives with his wife Brittany, and son Wyatt, in Lake Elmo, MN. In his free time, Kyle enjoys spending time with family, golf, being outdoors and traveling.
Interested in learning more about Kyle? Give him a call at the number listed above.
Kyle is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC.