Kyle Appelbaum
Investment Adviser Representative, Chartered Retirement Planning Counselor & Estate Planning
(509) 299-8085
Kyle is a Registered Investment Adviser Representative ("fiduciary advisor"). Before joining Abraham & Co. he held the positions of Wealth Management Advisor and Licensed Personal Banker II at US Bancorp Investments and US Bank National Assoc. Kyle has extensive experience dealing with the investment needs and challenges facing retail investors, and specifically retirees. He also supervises estate planning for all Abraham & Co. clients.
Kyle is a CRPC® (Chartered Retirement Planning Counselor™) and a graduate of Purdue Global University and holds multiple securities industry licenses including: Series 7,6,63, & 66.