Kyle Smith
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Office: 847-663-7039

5215 Old Orchard Rd
Suite 1200
Skokie, IL 60077-1088

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Professional

Kyle uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs.  Kyle helps people:

Identify both short and longer-term goals for you and your family
Develop a comprehensive plan that addresses a wide spectrum of needs, including asset allocation, disability income, education funding, estate planning, long-term care, retirement planning, and survivor income.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Kyle.

Associations and Memberships

Miami University Alumni Association - Chicago Chapter
Financial Planning Association

Years of Experience

I have been a Financial Representative since 1998.

Education

Degree Major Institution
Bachelor of Science Marketing Miami University