Kyle Heller, CFP®

Founding Partner | Wealth Advisor

Check the background of this investment professional on FINRA’s BrokerCheck.

Kyle Heller, CFP®

Founding Partner | Wealth Advisor

About

Kyle Heller is a financial advisor with Waypoint Wealth Group, a strategic partner of North Star Resource Group. With an office in Woodbury, Minn., Kyle and partner Rich Hanzlik work to provide wealth management and an array of services to their clients.

Kyle and Rich together have over 35 years of combined experience and cater to pre and post-retirees, business owners, families, physicians, and high-net-worth individuals within the St. Croix River Valley and surrounding areas.

As a financial advisor, Kyle considers his career similar to that of a physician in that he listens to the client’s needs and goals (their symptoms) and from there develops recommendations and strategies to actively pursue their goals (diagnosis and prescription). No two clients are alike. As they go through life, their lifestyle and needs change, which encourages Kyle to continually learn and challenge himself to find the strategy best suited for his clients.

Finance can be an intimate topic to discuss, which is why Kyle strives to develop a strong sense of trust and communication with his clients. He wants to be a resource to alleviate the stress that often accommodates financial decisions by helping to identify areas that can be improved to strengthen the overall picture.

A graduate of the University of Minnesota – Twin Cities, Kyle now lives with his wife, Brittany, and two children, Wyatt and Sonya, in Stillwater, Minn.  In his free time, Kyle enjoys spending time with family, being outdoors, and traveling.

Qualifications

  • CERTIFIED FINANCIAL PLANNER professional, CFP®
  • FINRA Series 7 and 66 registered
  • Life and Health Licensed

Services

  • Asset Protection Strategies*
  • Business Owners
  • Comprehensive Fee-Based Financial Planning
  • Estate Planning*
  • Retirement Strategies
  • Wealth Management

Advisor team

Support team

Haley Shea
Haley Shea

Practice Coordinator

Denise LaFontaine
Denise LaFontaine

Practice Coordinator

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Senior Vice President and Chief Investment Officer

Carrie Hancock, ChFC®, CLU®
Carrie Hancock, ChFC®, CLU®

Vice President, Financial Planning Resource Center

Max Miller
Max Miller

Disability Insurance Consultant

Contact

Connect with Kyle

    Woodbury, Minn.

    710 Commerce Drive Ste. 140
    Woodbury, MN 55125

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    Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4057454.