Kyle Bartholomay
Financial Advisor
Osaic Institutions, Inc.
“Personal finance has been a passion of mine since I was a child. I set a goal to explore 30 countries before turning 30 and was able to by saving, planning, and budgeting to achieve it. The thought of financial planning can be overwhelming and stressful; what I aim to do is make it clear, and something you feel empowered by.
Whether you're getting started, in the middle of your career, or navigating retirement - I'm here to help craft a transparent financial strategy so you can enjoy your life today and stress less about tomorrow.
My free time is spent on sports and investing in the community. You will likely find me at a hockey rink playing, coaching youth teams, or officiating high school hockey games. Off the ice, sharing my financial experience in high school classrooms helps my goal of inspiring future generations.”
Kyle can advise you with these services:
Retirement, Investment, Business, Education, Estate Planning, and Brokerage Services
Meet with Kyle at these branches:
Waseca, Rochester, and Stillwater
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