Skip to main content

Our financial advice team


Kyle Coleman, Financial Advisor serving the Bedford, TX area - Ameriprise Advisors

Kyle Coleman

Financial Advisor

MomentUs Wealth Management
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 18 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • MomentUs Wealth Management, Forbes Best-in-State Wealth Management Teams, 2025-2026
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2023-2024
  • Five Star Wealth Manager, 2014- 2016

Interests

I have been blessed to call Donna my wife since 1989. We became grandparents in 2022 and spend much of our time spoiling our granddaughter.

Donna and I enjoy spending time with our family and traveling occasionally to experience new destinations. Time permitting, I enjoy playing golf though my scorecard would indicate otherwise.

Other interests include reading books, most anything outdoors and conversation over a good cup of coffee.

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, MomentUs Wealth Management has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.