Financial Advisor
Kyle Gilbertson joined Wealth Distribution Strategies, LLC in May 2025 as a Financial Advisor, bringing more than a decade of experience in wealth management and financial planning. He focuses on helping individuals and families make informed financial decisions by aligning their investments and resources with their goals, values, and priorities. Kyle holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®) designations, reflecting his commitment to comprehensive planning and fiduciary excellence.
Kyle earned his Bachelor of Science degree from the University of Wisconsin–Milwaukee in 2015 and spent 11 years in advisory roles at Baird, where he developed extensive experience working with individuals and families across a wide range of financial circumstances.
Kyle believes effective financial planning goes beyond the numbers. It should reflect the people behind the plan, the decisions they face, and the life they want their wealth to support. He takes a holistic view of each client’s financial picture, considering how investment, tax, retirement, estate, and other planning decisions work together. His approach combines education, empathy, and strategy to help clients understand their options, make thoughtful decisions, and remain focused on what matters most.
This philosophy shapes Kyle’s relationship-driven approach to advising. He builds long-term partnerships with the individuals and families he serves, providing clarity during important decisions and perspective during periods of uncertainty. His goal is to provide the technical guidance and personal support clients need to make informed decisions and navigate their financial lives with confidence.
Outside of work, Kyle lives in Wauwatosa with his fiancée, Amber, and their Corgi, Sariah. He enjoys staying active, planning trips, curling, reading, and spending time with family and friends.
