This Business Is Not BBB Accredited

Kyle Financial Services

Kyle Financial Services

(414) 359-2020

Kyle Financial Services

41 years in business
10850 W Park Pl #500
Milwaukee, WI 53224-3606
Fax Numbers
  • (414) 359-2120
BBB File Opened: 10/07/2010
Business Started: 01/01/1976
Business Started Locally: 01/01/1976
Business Incorporated: 06/27/2001 in WI
Type of Entity
Business Management
  • Mr. Kevin Ellis, President
  • Ms. Beth Baldarotta, Office Manager
Business Category
  • Investment Advisory Service
  • Retirement Planning Service
  • Financial Services
  • Investment Management
  • Advertising - Checking Service
  • Estate Planning & Management

Alternate Business Names
  • Kyle Company
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.



This company offers investment advisor services, financial planning, investment management, estate planning, retirement planning, and financial services. 

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Kyle Financial Services


Kyle Financial Services

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