portrait of Kyle Matzen
FINANCIAL ADVISOR

Kyle Matzen

AAMS™
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Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Employee Stock Options

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Golfing
  • Running

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Fax

(800) 246-1397

Branch Team

  • Mary Leimer
    Sr. Branch Office Administrator

Office Address

407 W Bridge Rd Ste 7
Polk City, IA 50226opens in a new window

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