Smith Marks 25 Years of Helping Others Plan for Successful Financial Futures
Kyle Smith, Principal and Wealth Management Advisor at Freund & Smith Advisors, celebrated 25 years of service in the financial services industry helping others plan for and achieve their financial goals.
"I am extremely fortunate to have Kyle as my business partner," says Alex Freund, Principal and Financial Advisor of Freund & Smith Advisors, based in Northbrook. "He is a rare combination of ethical, considerate, intelligent and easy going. He is one of those guys that makes life better having him as a friend." Smith started as a Financial Representative with Northwestern Mutual in 1998, right out of college. Smith and Freund formed their own business as part of Northwestern Mutual's Private Client Group in 2020.
Smith holds the CFP®, CLU®, and RICP® designations and is a Million Dollar Round Table Qualifying / Life Member. He is a member of the Financial Planning Association and FINSECA.
"I have enjoyed coaching my kids in multiple sports as they grew up and I realize I do something very similar in my career," says Smith. "Understanding where clients currently are in life, identifying opportunities for improvement, implementing changes and monitoring progress is what I do each day in the office, similar to when I am coaching. And while success is not measured in wins and losses, the reward is when clients thank you for helping improve their situation."
Smith is a native of Libertyville, IL and holds a Bachelor of Science degree from Miami University in Oxford, Ohio. He currently lives in Evanston with his wife Julie and their two children Brady and Kennedy. He is a past president and board member of the Chicago Community Tool Bank and a member of the Northbrook Chamber of Commerce.
About Freund & Smith Advisors
Freund & Smith Advisors https://fsadvisors.nm.com/ is a Northbrook based financial planning firm that helps clients turn hope and ideas into actionable reality. They provide structured, efficient financial solutions for families and businesses so they have a clear path to accomplish their greatest goals. Their mission is to help others mitigate risk, maximize tax strategies, and create impactful legacies as they secure ultimate financial freedom.
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With more than $558 billion of total assets being managed across the company's institutional portfolio as well as retail investment client portfolios, nearly $35 billion in revenues, and $2.2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 97 on the 2022 FORTUNE 500.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.