About Us

Kyle Schiffler CFP®, ChFC, CLU, AIF

Retirement Planning Specialist
Phone: 612-243-3244
Fax: 612-243-3280

Kyle Schiffler has been successfully providing financial advice and superior service to his clients since 2002.

 

To stay on top of his field and develop his professional skills, Kyle attends industry training and certification programs. This includes completing the curriculum and passing the exams for the:

 


  • CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • FINRA Series 7 Securities
  • FINRA Series 66
  • Life/Health/Accident Insurance



 


In addition to industry training and certification programs Kyle values being involved in professional associations to further assist his clientele in assessing their financial situations.


 


Kyle's academic achievements include:


 



  • Bachelors of Arts Degree in Finance with minors in Economics and Computer Science from the University of St Thomas - Magna Cum Laude



  • Wharton Certificate in Retirement Planning - Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.



 


Kyle's community activities include:



  •  University of St Thomas Alumni Board of Directors – 6 Years of Service



Kyle's education, experience and professional affiliations have fostered his practical approach to offering financial advice and planning services to his clients. Rather than just recommending a hodgepodge of unrelated products, first Kyle will consider your specific financial goals and investment objectives. Working together, Kyle can help formulate a strategy to help you work toward your goals. Then, as an investment advisory representative of a securities brokerage, Equitable Advisors, and an agent of an affiliated insurance brokerage, Equitable Network, LLC, Kyle will recommend the appropriate products and services to help you execute your strategy.



Kyle is thankful for the privilege of working for you and your continued support and business!

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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