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Kyle King, CRPC®, APMA®
Financial Advisor, CUSO Financial Services, L.P.*

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Kyle has worked as a financial advisor and retirement planner since 2008. He has a passion for education and helping people define and achieve their financial goals. He has always had a great interest in technology, both personally and professionally, and brings a valuable skill set in simplifying the complexities of finance so they are accessible and clear to anyone. 

Kyle is a registered CFS* Financial Advisor, certified through Series 7 and 66, as well as Life and Health Insurance licensed. Medicare strategies are also available. Kyle has earned the designations from the College for Financial Planning of Chartered Retirement Planning Counselor (CRPC®) and Accredited Portfolio Management Advisor (APMA®). He is dedicated to continuous learning and development on strategies relevant to the current and changing world of finance. His greatest pride and value, however, is his family. He and his wife Courtney have been married since 2010 and are the parents to four adorable children. He is a native Oregonian and hopes to remain and raise his family here in our beautiful state. 

If you have any questions or would like to meet with Kyle, call (503) 779-1554 or email [email protected]

 

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Dave Ramsey is one of the nation’s more prominent sources of financial education, as the author of many books and voice of a well-known radio program. The SmartVestor Pro network represents a limited list of local providers who are vetted by Ramsey Solutions to adhere to their strict code conduct and who are familiar with Dave’s approach. 

Kyle was a natural fit and quick adoptee into the program due to his similar education-based, no-nonsense approach to smart money choices, financial freedom and wealth building. Kyle is one of only three SmartVestor pros in our area and is the only Salem based professional. If you’d like to learn more, ask at your local branch to speak with Kyle, or give him a call directly to coordinate an appointment.

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Working with a financial professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios.  Financial professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with CUSO Financial Services, L.P. and are not sponsored or endorsed by CUSO Financial Services, L.P.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.