Senior Financial Advisor
Kyle Wort
Kyle Wort joined Larson Financial Group in 2012. He made the move to Larson Financial Group after 5 years in the financial industry, including experience at both a large financial investment company and a smaller registered investment advisor. Kyle provides knowledge of financial planning accompanied by a compassion for great client relationships. He creates a service-oriented team approach to residents, fellows and practicing doctors from all across the country. Kyle holds his Series 7, 63, 65 and Life and Health Licenses.
As a former small business owner, Kyle realizes that physicians and dentists alike have very little free time to deal with their financial affairs. Comprehensive financial planning, asset protection, tax planning, practice and debt management are just a few of the services Kyle provides to his clients. He believes that being honest and caring for others like family are keys to success for both his practice and his life. When asked why he made the move to Larson Financial Group, Kyle answered, “I have never seen a company that completely commits itself to their clients the way Larson does and by doing so they have enjoyed unbelievable success and growth in a relatively short time frame. I wanted to be a part of that.”
Kyle graduated from Saint Louis University with a Bachelor’s Degree in Business Marketing in 2004. During his time at Saint Louis University he enjoyed a career as a four year letterman in Baseball. He was named team captain his senior year, in which he also led the team in Home Runs and RBI’s.
When Kyle is not helping clients, he enjoys spending time with his wife Brittany and four children, Addie, Blakely, Mia, and Chance. Kyle and the kids enjoy baseball, softball, soccer, golf, and are diehard St. Louis CITY SC fans. GO CITY!
Check the background of this investment professional on FINRA’s BrokerCheck.
Contact Info
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Larson Capital Management
14567 N Outer 40 Rd
suite 500
Chesterfield, MO 63017
United States -
Phone
(314) 750-3177