Kyle
Beckhusen

Wright Associates

CRD#6060099
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Kyle Beckhusen is a financial advisor based in Pittsburgh, Pennsylvania, working with Wright Associates. Kyle has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and Kathleen S Wright Associates Inc. Kyle has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Kyle is part of Wright Associates, which operates out of Pittsburgh, Pennsylvania. The firm has one office and five employees. The firm manages assets totaling $305.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Wright Associates includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

61 Mcmurray Road Suite 204
Pittsburgh, PA 15241-1633

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Wright Associates Brokerage Details

Total Assets Under Management

$305,555,489

PA Average: $15,833,994,310
Total Number of Employees

5

PA Average: 41
Total Number of Accounts

612

PA Average: 3,342
Average Account Size

$499,274

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Kyle Beckhusen Work History

2021 - Present (3 years)

Kathleen S Wright Associates Inc

2016 - 2021 (5 years)

Northwestern Mutual Wealth Management Company

2013 - 2021 (8 years)

Northwestern Mutual Investment Services, LLC

2012 - 2021 (9 years)

Northwestern Mutual Life Insurance Company

Disclosures

Please visit the SEC profile of Kyle Beckhusen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wright Associates

Kyle Beckhusen
Pittsburgh, PA
Adam Wright
Pittsburgh, PA
Kathleen Wright
Pittsburgh, PA
Albert Lintner
Bethel Park, PA
Eugene Root
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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