Kyle Laubenstein grew up in Green Bay, Wisconsin and is a Wisconsin native. He moved to Colorado in 2003 and earned his Bachelors degree in Finance from the University of Colorado in 2008. He has been with Waddell & Reed since 2009. He has Series 66 and 7 securities licenses as well as his Life and Accident & Health insurance licenses in Wisconsin and Colorado.
Kyle enjoys spending time with family, sailing, volunteering within the community and travel. Kyle is a first year season ticket holder of the Green Bay Packers and his family has been share holders since 1998. He looks forward to his recent re-location to the mid-west and the great range of outdoor activities it has to offer.
My Personal Philosophy
In an ever changing global financial environment, I believe that good communication, having a financial plan, and using asset allocation strategies are more crucial today than ever. Through comprehensive financial planning and disciplined investment strategies, I provide my clients and their families with advice to help them pursue their financial goals.
One advantage of being with Waddell & Reed is that I have the freedom and flexibility to use a variety of investment products.
Asset allocation strategies do not ensure a profit or protect against loss in declining markets.
Waddell & Reed is not affiliated with any organizations listed herein.