Our Team

Kyle Thomas

Financial Advisor

Contact Information

Direct: (414) 501-5080
kyle.thomas@nlpwm.com

Professional

Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.

Next Level Specialty

Financial Planning
Retirement Income
Advanced Estate Planning
Insurance Needs

Personal

Resides in Menomonee Falls, Wisconsin
Family: Wife, Tess; Daughter, Winnie; Dog, Truman

Education

Bachelor of Business Administration, Minor Economics at St. Norbert College

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Next Level Planning & Wealth Management and Great Valley Advisor Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AZ, CA, CT, DC, FL, GA, IA, IL, IN, MD, MN, NC, NE, NJ, NM, NY, NV, OH, OR, PA, SD, TN, UT, WA, WI).