Kyle Whalley

Managing Partner, Wealth Advisor

Meet Kyle

Kyle Whalley is a Managing Partner, Wealth Advisor based in Liberty, Missouri with 16 years of experience in the field.

As our team’s Managing Partner and Wealth Advisor, Kyle enjoys cultivating a relationship with each of his clients and putting their needs first in all his decisions. His ability to create meaningful relationships, and to make complex concepts simple to understand, helps set him apart as a professional.

A graduate of the University of Northern Iowa with a bachelor’s degree in music education, Kyle also has a master’s degree from UMKC. His background in education, along with his years of experience within the financial services industry, help Kyle in his pursuit of ensuring clients not only have investments, but they understand them fully.

In his spare time, Kyle and his wife follow their boys on the baseball field throughout most of the warm weather. When it’s not baseball season, he tries to sneak away to his shop to work on his latest woodworking project. He and his wife also spend time working on their house and yard to try and keep up with the chores of living in the Midwest.



Icon/Paid Volunteer Day Created with Sketch. Experience
  • 16 years financial industry experience
  • BA Music Education from the University of Northern Iowa
  • MA Curriculum and Instruction from the University of Missouri Kansas City

Carson Wealth

888 Haines Dr. Suite 218
Liberty, MO 64068
(816) 429-0293
702 Washington Street
Pella, IA 50219
(641) 619-5850

Direct Line

(816) 719-9175