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Kyle Merk

Kyle Merk
Kyle Merk Headshot

Referral Representative

Kyle Graduated from Purdue University in 2005. Immediately after he joined the financial industry in the independent channel. The majority of Kyle’s experience comes from Fidelity Investments where he worked in both a face to face capacity and dealt with qualified plans as a supervisor. Kyle currently holds his Series 63, 66, 7, 9, 10, and state insurance licenses.

Away from work Kyle and his wife of 10 years Kaitlen enjoy traveling, and working to support local animal rescues. Kyle is also an assistant coach for University of Cincinnati Men’s Rugby Football Club and stays in close touch with the local men’s rugby team he played 5 years for, the Cincinnati Wolfhounds.

Best financial advice received: The power of compounding interest is amazing.

Favorite holiday: Thanksgiving, I love food.

Place would most like to visit: Germany

Something on your bucket list: Attend the Rugby World Cup.


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