About
Kyle Larson, CFP®, helps individuals and families simplify retirement planning so it feels clear, confident, and tax-efficient. Since joining Wealth Enhancement Group in 2018, he has specialized in creating personalized strategies that integrate investments, taxes, and long-term goals into one cohesive plan. His expertise includes tax-smart retirement income planning, portfolio design, and advanced strategies, such as direct indexing and other alternative investments.
Based in Green Bay, WI, Kyle serves clients nationwide and takes a holistic approach to financial planning. Originally from Michigan’s Upper Peninsula, he values strong relationships and practical solutions. Outside the office, Kyle enjoys spending time with his wife Mandy and their two sons, playing hockey, and exploring the outdoors.
Education
- BBA, University of Wisconsin-Whitewater
Resources from Kyle M. Larson
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation