Broker Check
Kyle Vegdahl

Kyle Vegdahl

Financial Advisor

Kyle joined Cetera Investment Services in January 2011 . He has worked in partnership with his clients to identify needs and establish goals, develop a plan, select appropriate financial strategies, and provide ongoing consultations for over 20 years. He aims to inspire and motivate his client to reach their goals. Kyle’s mission is to develop a trusted financial relationship by providing professional guidance. This is the cornerstone of his business. He specializes in providing the following for his clients:

  • Asset management
  • Pre-retirement planning
  • Business financial planning
  • Asset allocation planning
  • Insurance planning

Qualifications:

Kyle holds FINRA Series 7 and 66 registrations, as well as life and health insurance licenses. Kyle enjoys golfing, fishing, family and friends.