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Kyle Tank, Financial Advisor serving the Imlay City, MI area - Ameriprise Advisors

Kyle Tank

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Wealth-Trek Advisors
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Family Finances
  • Investment Management
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Eastern Michigan University

Awards & recognition

  • Wealth-Trek Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Interests

I'm incredibly blessed and grateful to be with my wife, Janelle, for the past 12 years and a dad to our two-year-old son, Cannon. We have lived in and owned multiple businesses in Lapeer, MI since 2015 and are proud to be a part of the community.

We enjoy going to community events, being outdoors and finding fun things to do to make memories with family and friends.