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Kyle Lukowitz, Financial Advisor

FINANCIAL ADVISOR
Kyle D Lukowitz

819 Schelfhout Ln Suite 107, Kimberly, WI 54136opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Insurance & Annuities

About Kyle

I believe that meaningful conversations lead to quality financial decisions. As an Edward Jones financial advisor, I want to understand what's important to you. Together, we'll use an established process to build personalized strategies to help you achieve your goals. The end goal is to build a long-term relationship that makes a positive impact in your life, the lives of your family and our community.

In 2013, I joined Edward Jones as a financial advisor, opening the firm's second branch in Kimberly.

A 2002 graduate of St. Norbert College, I hold a bachelor's degree in business administration.

I have been active...

Work History

  • Edward JonesMay 2013 to Current

Education

  • St Norbert CollegeBachelor of Science

Personal Interests

  • Traveling
  • Golfing
  • Community Outreach
  • Darts
  • Aviation

Team Members

  • Laura Sorenson
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(920) 423-3310

Fax

(855) 760-0274

Office Address

819 Schelfhout Ln Suite 107
Kimberly, WI 54136opens in a new window

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