Kyle Thompson, AIF®
Managing Director, Partner
Kyle serves as a Managing Director, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than two decades of experience in the financial services industry, Kyle has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a senior wealth advisor.
Kyle earned both a Bachelor of Arts degree in finance and a Bachelor of Science degree from Michigan State University. He is also an Accredited Investment Fiduciary<sup>®</sup> professional, as designated by Fi360.
In his spare time, Kyle enjoys golfing, hiking and spending time with his daughter.
Articles by Kyle Thompson, AIF®
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