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Kyle Thomas

Kyle Thomas Financial Planner


  • Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.

Next Level Specialty

  • Financial Planning
  • Retirement Income
  • Advanced Estate Planning
  • Insurance Needs


  • Resides in Oconomowoc, Wisconsin
  • Family: Wife, Tess; Daughters Winnie & Vallie; Dog, Truman


  • Bachelor of Business Administration, Minor Economics at St. Norbert College

Education Resources

Hundred dollar bills Investing
Hundred dollar bills Pre Retiree
Hundred dollar bills Retired

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