Greg Kyles, CFP®

VP - Financial Consultant

+1 630-954-4301

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • VP-Financial Consultant, Charles Scwab, 2017-2023
  • President, Atlas Wealth Management, 2014-2017
  • Financial Consultant, Raymond James, 2012-2014
  • Financial Consltant, Edward Jones, 2009-2012
  • Regional Vice President, Claymore Securiteis, 2005-2009

Education

  • BBA, University of Iowa

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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