Kyle
Beckhusen
Wright Associates
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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
Services Offered
Fee Structure
Office Location
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Wright Associates Brokerage Details
$305,555,489
5
612
$499,274
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
Kathleen S Wright Associates Inc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
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
Pittsburgh, PA
Pittsburgh, PA
Bethel Park, PA
Pittsburgh, PA
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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