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Kyle Newbold, Financial Advisor

FINANCIAL ADVISOR
Kyle J Newbold

CFP®
766 US Highway 60 E, Republic, MO 65738opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Farmers and Ranchers
  • Healthcare Professionals
  • Portfolio Reviews

About Kyle

My primary goal as a financial advisor is to serve as a financial guide who not only understands my clients' goals but also helps to achieve them. By taking the time to listen and deeply understand the "why" behind your goals, I can then create and implement a personalized roadmap to help you achieve these goals and address any challenges along the way.

I listen, care, and wholeheartedly dedicate myself to helping my clients achieve their unique definition of financial success. My clients often come to me during times of transition, such as retirement or receiving an inheritance. We also...

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Maine at Presque IsleBachelors

Team Members

  • Amanda Janes
    Sr. Branch Office Administrator
  • Sarah Wegrzyn
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(417) 233-1430

Fax

(877) 865-6656

Office Address

766 US Highway 60 E
Republic, MO 65738opens in a new window

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