Broker Check

Guidance Throughout Your Journey

11039 Broadway Suite C
Crown Point IN, 46307
(219) 779-9183
 

Kyle Schmidt

Kyle Schmidt

Financial Planner

Kyle’s passion for numbers and his desire to help others inspired him to pursue a future in Finance. He enjoys studying the market and prides himself in his knowledge of investments and investment strategies. Kyle’s clients appreciate his expertise and results-driven work ethic, along with his genuine desire to assist them in achieving their individual goals and ultimately acquiring financial peace of mind.

Kyle graduated from Ball State University in 2014 with a degree in Finance and punted for the Ball State Cardinals football team all four years. Soon after graduation he obtained his Life and Health Licensing  and offers insurance services in IN, IL, and MO. He also has his Series 66 and Series 7 Securities registrations. Kyle is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in IN and MI.   Kyle along with the TrueWealth Advising team serves the comprehensive needs of his clients with innovative financial planning including retirement and estate planning strategies, education planning and cutting-edge protection strategies. Kyle is a passionate professional who is eager to assist individuals, families and businesses as they journey toward financial independence and prosperity.

Kyle was born and raised in Northwest Indiana and remains close to his parents as well as his two older siblings. He is most definitely a sports enthusiast and when he isn’t meeting with clients, Kyle can be found boating on Lake Michigan, practicing hot yoga, playing golf or skiing in Colorado.