49 Financial
Kyle Sims is a seasoned financial professional with extensive experience in holistic financial planning and management. As a Founding Partner at 49 Financial since October 2019, Kyle has focused on assisting families and business owners with investment management, retirement planning, estate planning, and insurance. Previously, as Managing Partner for 49 Financial at AXA Advisors, Kyle successfully led operations from January 2018 to October 2019. From January 2005 to October 2019, Kyle held various roles at AXA Advisors, including Regional Senior Divisional Vice President, where leadership of a team of 84 advisors was demonstrated. Kyle's early accomplishments led to a promotion to Divisional Vice President in March 2008, where a commitment to talent development resulted in significant team success and recognition. Kyle holds a Bachelor of Arts in Government from Harvard University, earned between 1998 and 2002.
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49 Financial
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49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.