Kyle Reeve, Financial Advisor
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Former Educator Turned Financial Advisor | Specializing in Guiding Others Toward Financial Success
With a robust background in education leadership and a passion for guiding individuals and families toward financial success, I bring a unique perspective to the realm of financial advising. As a former elementary school principal, I honed my skills in communication, problem-solving, and relationship-building—qualities that seamlessly transition into my role as a financial advisor. My mission is simple: to empower families, young professionals, pre-retirees, and entrepreneurs to make informed financial decisions that align with their goals and aspirations. Whether you're saving for your child's education, planning for retirement, or launching a new business venture, I'm here to provide personalized guidance every step of the way. I understand that each client's financial journey is unique, which is why I take the time to listen carefully to your needs, concerns, and objectives. Together, we'll develop a comprehensive strategy tailored to your specific circumstances, ensuring that you feel confident and empowered to navigate the complexities of financial planning. Through education, collaboration, and unwavering support, I'm committed to helping you achieve financial peace of mind and create a brighter future for yourself and your loved ones. Let's embark on this journey together and turn your dreams into reality. Financial Advisor | � Financial Planning | Financial Security | � Tax Efficient Strategies| � Budgeting | � Managing Debt | � Investments | � Retirement Planning |
10/02/2026
Let’s clear away the noise and make room for a financial plan built around you.
10/02/2026
🏃♂️🍂 Cross country season keeps rolling, and Eli keeps bringing home hardware!
These pictures capture the season well: his official team photo and another great day at the Starmont meet that ended with yet another ribbon. We're proud of the work he's put in and the progress he's made this year. It's been fun watching his confidence grow and seeing the results of all those miles and practices.
Now, if Mother Nature could do us a favor and give the rain a rest for a while, that would be great. 😅 At this point, we'd just like a chance to race without worrying about another meet being canceled.
Keep it up, Eli. We're proud of you and looking forward to the rest of the season! 🏃♂️💪
When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.
A little more certainty in your financial plan can go a long way. Whole life insurance can help add protection for today and confidence for the future.
09/30/2026
I’m taking a moment to celebrate the wondrous intersection between worlds and cultures that created a legacy that continues to inspire the whole world.
Your goals, responsibilities and priorities can change over time. Let’s revisit your financial plan together and make sure it continues to reflect what matters most to you.
09/29/2026
🏈💙 These three pictures do a pretty good job of capturing Lincoln's personality.
Picture #1: Covered head-to-toe in mud after spending way too much time in the muddy bounce house at Bridget's birthday party. 😆
Pictures #2 and #3: Out on the football field for his first flag football game of the season, giving it his all and having a blast.
Whether he's diving into a mud puddle, running around with friends, or chasing flags on the football field, Lincoln always seems to be having fun and making the most of every moment. We wouldn't have it any other way.
Keep being you, buddy. Life's more fun with a little mud and a lot of enthusiasm! 🏈😂
09/29/2026
Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. http://spr.ly/6181BGU27B
09/29/2026
No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6185BGdlEx
09/28/2026
When should you claim Social Security?
It's one of the biggest retirement decisions you'll make, and the answer isn't always as straightforward as you might think. Join us on Tuesday, October 6th 3 at Noon for a free webinar with Social Security expert Ruth Driscoll as she breaks down:
✅ Key Social Security rules
✅ Claiming strategies
✅ Common mistakes to avoid
✅ What you should know before making a decision
Whether retirement is around the corner or still a few years away, you'll walk away with valuable insights.
🔗Register here: http://spr.ly/6182BGTWdA
When registering, be sure to list Kyle Reeve as the advisor that invited you.
Click here to claim your Sponsored Listing.
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401 1st Street SE STE 401
Cedar Rapids, IA
52401