Kyra Email & Phone Number
Financial Planner @ Perk Planning
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Kyra Location
- Milwaukee, WI, US
Kyra Work
- Financial Planner @ (September 2026 - Present)
- Financial Advisor @ (January 2025 - July 2026)
- Associate Advisor @ (July 2023 - December 2024)
- Teaching Assistant @ (August 2022 - May 2023)
- Financial Advisory Intern @ (June 2022 - August 2022)
- Assistant Manager @ (May 2021 - December 2021)
- Crew Chief @ (May 2020 - May 2021)
- Crew Trainer @ (June 2019 - May 2020)
- Crew Member @ (June 2017 - June 2019)
Kyra Education
- University of Wisconsin-Madison
Bachelor of Science - BS (Personal Finance- Financial Planning)
2020-2023 - Wisconsin Lutheran College
(Business)
2019-2020 - Envestnet Institute on Campus Program
Kyra Summary
- Kyra, based in Milwaukee, WI, US, is currently a Financial Planner at Perk Planning. Kyra brings experience from previous roles at Savant Wealth Management, School of Human Ecology, University of Wisconsin-Madison and Wipfli Financial Advisors. Kyra holds a 2020 - 2023 Bachelor of Science - BS in Personal Finance- Financial Planning @ University of Wisconsin-Madison. Kyra has 1 mobile phone numbers on RocketReach.
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