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Since entering the financial services industry in 2004, Kyle has worked with investors take advantage of the breadth of investment opportunities across all markets. 

His focus has been introducing investors to strategies, securities, and investment structures to enhance their portfolios. Kyle has found that knowledge, coupled with a focus on individual relationships are key drivers to his success. By establishing a personal relationship and consultative approach, he can identify prime opportunities to maximize wealth while factoring in deferred tax strategies.

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Prior to establishing Advantage Wealth Solutions, Kyle built his career with UBS Financial Services, Natixis Global Asset Management, and Provasi Capital Partners. He was responsible for sales and education of financial advisors and the general public as it pertained to investing in Commercial Real Estate and Real Estate Debt, as well as other income and growth strategies.  Kyle has found that knowledge, along with a focus on relationships are key drivers to his success. 

 

Kyle is registered with IBN Financial Services, Inc. and holds his Series 7 and Series 66 registrations.  He graduated from Bryant University with a BS in Business Administration.  Kyle lives with his wife and son in southern New Hampshire.  Outside of work, he is an NCAA hockey official and enjoys traveling during the off-season.  

877.866.1031

PO Box 1031, Windham, NH 03087

55 Enterprise Dr,  Windham, NH 03087

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The content is developed from sources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.

 

This is neither an offer to sell nor solicitation of an offer to buy any securities. Offering facts and terms are controlled by a sponsor’s final Private Placement Memorandum (or prospectus). All investments and tax strategies have risks, including the possible loss of principal in many cases. Always review the offering document for a more thorough discussion of risks, expenses, and limitations. Certain investments discussed on this site are illiquid  and  generally cannot be sold readily on the open market. If you need to sell an asset to raise money quickly, you may not be able to do so.  Other investments are only available to accredited investors; the Security and Exchange Commission defines an accredited investor as an individual with either $1 million in net worth (all assets, excluding primary residence, less all liabilities) or net income for the last two years of $200,000 or greater ($300,000 if married) with a reasonable expectation of such earnings in the current year.

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Past performance and/or forward statements are never an assurance of future results. IBN Financial Services, Inc., its affiliated companies, and its representatives do not give tax, legal or accounting advice; nothing herein should be construed as such.

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Securities Offered Through: IBN Financial Services, Inc. 404 Old Liverpool Rd. PO Box 2365 Liverpool, NY 13089 315-652-4426 Member: FINRA/SIPC

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