Allied Wealth Partners
Kyle Kaiser is a financial professional currently serving as a Financial Advisor at Allied Wealth Partners since February 2023, where securities are offered through Cetera Advisor Networks LLC, and advisory services are provided through Cetera Investment Advisers LLC. Prior experience includes roles as a Planning Analyst and Financial Planning Intern at Synthesis Wealth Planning, LLC from June 2021 to September 2022, where Kyle assisted senior advisors, communicated with clients, and enhanced knowledge of financial products. Kyle also interned as a Financial Advising Intern at Equitable Advisors in June 2021, working directly with the Managing Director and gaining insights into client relationship management. Additionally, Kyle served as Treasurer for the Sigma Alpha Epsilon Fraternity - New Jersey Omega Chapter from November 2019 to October 2020. Kyle holds a Bachelor's degree in Finance from Rowan University, completed in 2022, following studies at Roxbury High School.
Allied Wealth Partners
Founded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the NY/NJ Metropolitan area. As of December 2022, we assist clients with over $5.1 billion of assets and have over $6.9 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.