Kyle McLaughlin
Investment Advisor Representative of Osaic Wealth, Inc.
Kyle McLaughlin has been in the financial planning and insurance business since 2015, specializing in client-centered strategies for families and small businesses. His planning approach focuses on retirement, education, and wealth management, as well as risk management solutions using life, health, disability, and long-term care insurance.
Kyle holds FINRA Series 7 and 66 registrations, a Life and Health Insurance License, and is a CERTIFIED FINANCIAL PLANNER™ professional. He is an Investment Advisor Representative of Osaic Wealth, Inc., a Dave Ramsey SmartVestor Pro, and an active member of NAIFA Eastern Iowa. Kyle currently serves on the board of the Society of Financial Service Professionals – Eastern Iowa Chapter.
A graduate of the University of Northern Iowa with honors in Marketing and a minor in Economics, Kyle also earned his MBA with distinction from the University of Iowa in 2010.
Kyle and his wife, Brooke, reside in Cedar Rapids with their two daughters. In his free time, he enjoys golfing, reading, snowboarding, traveling, and cheering on the Iowa Hawkeyes.