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Kyle Matzen, Financial Advisor

FINANCIAL ADVISOR
Kyle Matzen

AAMS™
407 W Bridge Rd Ste 7, Polk City, IA 50226opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Employee Stock Options

About Kyle

I came to Edward Jones because I wanted to help people invest smarter and create a better retirement. We do this by understanding what is important in our clients' lives. By building lasting relationships with our clients, we are able to better help them work toward their goals.

My wife, Amy, and I live in Polk City and are involved in the Chamber, Kiwanis and many other organizations. We have two kids, Myles and McKinley. I enjoy golfing, basketball and going to the gym in my free time. If you don't see me at work or doing one of these...

Work History

  • Edward JonesApril 2013 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Central CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Coaching Sports
  • Golfing
  • Basketball

Team Members

  • Mary Leimer
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(515) 984-6073

Fax

(800) 246-1397

Office Address

407 W Bridge Rd Ste 7
Polk City, IA 50226opens in a new window

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