Broker Check
Kyle Goerdt

Kyle Goerdt

Partner

Kyle began his financial service career in 2019 as a financial consultant with Equitable Advisors. He graduated in May of that year from the University of Northern Iowa with a double major in Financial Management and Business Administration. He currently holds his FINRA Series 7, Series 66, and Life and Health Insurance Licenses. Kyle’s career focuses on helping educators and other Iowa Public Employees to prepare for retirement through 403b planning and helping to manage their IPERS benefits. Kyle holds the Certified Retirement Education Specialist (CRES) certification through the National Tax Deferred Savings Association (NTSA).

Kyle became a partner with Bosch Financial in December 2023, joining Chad Bosch, Ryan Bosch, Joby Frey, and Spencer Reed. Kyle’s main focus is helping IPERS employees plan for their pension and enjoy a successful retirement. He takes pride in helping clients input solutions to achieve their goals and dreams, short term and long term. He enjoys working with clients at every step in the financial planning journey, whether they are just starting out, retiring soon, or have already retired. Kyle is actively involved in the National Association of Insurance and Financial Advisors (NAIFA).

Kyle currently resides in Cedar Rapids with his wife Ellen and their two children, Lucy, and Charlie. When Kyle is not in the office, he enjoys golfing, watching sports, and spending time with family and friends. He is an avid Hawkeye and Broncos fan!

Bosch Financial Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.  For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firms Relationship Summary For Retail Investors and General Conflict of Interest Disclosure. Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.