Kyle Kuyat, CFP®, ChFC®, RICP®

Co-Founder at Defining Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Franklin, Tennessee, United States, US

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Credentials

  • Retirement Income Certified Professional (RICP®)
    The American College of Financial Services
    Apr, 2021
    - Sep, 2024
  • Certified Financial Planner (CFP®)
    CFP Board
    Dec, 2020
    - Sep, 2024
  • Chartered Financial Consultant (ChFC®)
    The American College of Financial Services
    Oct, 2020
    - Sep, 2024

Experience

  • Defining Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder
      • Mar 2021 - Present
  • Silver Oak Securities, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director, Practice Management & Digital Marketing
      • Sep 2021 - Oct 2023

    • Vice President, Business Development
      • Mar 2021 - Oct 2023

  • Jackson
    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Sales Team Lead
      • Sep 2019 - Nov 2020

    • Internal Wholesaler
      • Nov 2016 - Aug 2019

    • Internal Specialist
      • Sep 2016 - Nov 2016

  • Tax Attorney
    • United States
    • Intern
      • May 2016 - Aug 2016
  • Hefren-Tillotson, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Intern
      • May 2015 - Aug 2015
  • Lincoln Financial Group
    • United States
    • Financial Services
    • 700 & Above Employee
    • Advisor Assistant / Intern
      • May 2014 - Aug 2014
  • Hollister Co.
    • United States
    • 1 - 100 Employee
    • Model
      • Feb 2013 - Jun 2014

Education

  • The American College
    2019 - 2020
  • Belmont University
    Executive Education, Certificate In Financial Planning CFP®
    2017 - 2018
  • West Virginia University
    Bachelor’s Degree, International Business Management
    2013 - 2016
  • Penn Trafford High School
    2009 - 2013

Community

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