Monthly Recap – November 2024
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
Throughout his adult life, Kyle Luetters has had a passion for financial literacy and complex problem solving. Kyle has experience in investment model management, alternative investments, insurance strategies, and tax planning. He lends this expertise to a diverse client base, which includes multigenerational families, business owners, and farmers and ranchers.
Kyle joined Moneta’s GFTR team as an Advisor in 2022. Prior to that, Kyle had been involved in financial planning and investment management at Northwestern Mutual and Stifel Nicolaus.
In 2019, Kyle obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Kyle earned his CFP® because of his deep love of working with people and the knowledge gained in comprehensive financial planning, ensuring he would be able to deliver world-class solutions to his clients and prospects. The ongoing continuing education keeps him sharp and on top of changes in the industry. The high ethical standards set forth by the CFP® Board provides great reassurance to his clients and prospects.
Kyle became an Enrolled Agent (EA) in 2024. The highest credential awarded by the Internal Revenue Service, EAs earn the privilege of representing taxpayers by passing a three-part, comprehensive test covering individual and business tax returns, as well as IRS procedures and rulings. Kyle became an EA to further his knowledge and understanding of taxes while helping people navigate their financial life as tax-efficiently as possible.
Kyle graduated from Cameron University with a Bachelor of Arts degree in communications.
Kyle and his wife have two children. He is active in his local church, participates in a men’s organization called F3, and is an active do-it-yourselfer. He also enjoys craft beer, motorsports, wood fired BBQ, and is a proud Kansas City Chiefs fan.
Dive into the latest insights from our expert team with our personal touch.
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
November 13, 2024
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...