16150 Main Circle Drive Suite 400
Chesterfield, MO 63017-4689
Kyle Ortmann is a dedicated and experienced Wealth Management Advisor based in Chesterfield, MO. Born and raised in Saint Louis; Kyle graduated from Saint Louis University High School. He comes from a family of business owners and has made it a priority to serve that market in his practice.
Kyle graduated from The University of Missouri-Columbia with a Bachelor of Science in Finance in 2010. After graduation, he started working for Northwestern Mutual in Clayton, MO. After getting a firm grasp on protection products such as Life, Disability and Long-Term Care insurance he broadened knowledge in investment products by joining Cornerstone Wealth Management, a MetLife firm, in 2012. In 2018, MetLife sold its field force to MassMutual, and Synergy Wealth Solutions was formed where Kyle continues his practice today. He is passionate about helping people plan their future, assets, and acting as a part-time coach for his clients.
In 2022, Kyle partnered with Aaron Bockman and they transitioned their practice to a fee-based financial planning model. Their focus is to understand their client’s lives, goals and finances intimately, providing personalized solutions to pursue their financial objectives.
Kyle’s goal in financial advising is to create a book of clients that he can call family and friends. He aims to provide superior service to his clients, meeting all their needs across the board. Kyle has been happily married for 7 years to his wife Anna, and they have a daughter named Hazel, with another child due in March of 2024. Outside of work Kyle enjoys playing golf and soccer in his free time.
With over a decade of financial background from; protection planning, to investment planning, and finally to full service financial planning, Kyle is well-versed in his field. His passion for helping people reach their financial, professional, and personal goals is evident in the exceptional service he provides to his clients. He is committed to helping his clients sleep easier at night, knowing they have an experienced team supporting them.
University of Missouri-Columbia
- Insurance Strategies
- Investment Strategies
- Financial Planning ®
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