Kyle Francis
Investment Officer
- Education
Bachelor of Arts in Finance: Investments from the University of Northern Iowa
Masters in Business Administration: Finance from the University of South Dakota
- Designations
Series 7
Series 66
Life & Health Insurance
- About Me
Kyle lives in Sheldon with his wife, Katie. He and his wife enjoy spending time outdoors, especially going on walks with their dog. He also values time with family and friends and is passionate about all things sports—whether that's playing, watching, or volunteer coaching. In addition, he holds a deep appreciation for education and continuous learning and finds enjoyment in reading a good book.
I am passionate about helping my clients succeed in their financial goals by taking a client-first approach, making every conversation, recommendation, and decision grounded in the client’s best interest. I believe in clarity, not complexity, so I ensure my clients understand each step of their plan and feel empowered to make confident, informed decisions.