Kyle M. Larson
Financial Advisor
CFP®
Contact Kyle
Team Office
Kyle’s Locations
Green Bay, WI 54311 (920) 884-9000
About Kyle
Kyle Larson, CFP®, helps individuals and families simplify retirement planning so it feels clear, confident, and tax-efficient. Since joining Wealth Enhancement Group in 2018, he has specialized in creating personalized strategies that integrate investments, taxes, and long-term goals into one cohesive plan. His expertise includes tax-smart retirement income planning, portfolio design, and advanced strategies, such as direct indexing and other alternative investments.
Based in Green Bay, WI, Kyle serves clients nationwide and takes a holistic approach to financial planning. Originally from Michigan’s Upper Peninsula, he values strong relationships and practical solutions. Outside the office, Kyle enjoys spending time with his wife Mandy and their two sons, playing hockey, and exploring the outdoors.
Education
- BBA, University of Wisconsin-Whitewater
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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