Kyle Heppner

Financial Advisor,
Advice & Wellness

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Biography
Education & Other Highlights
Location(s)

Kyle Heppner is a wealth management financial advisor based in Clarkston, MI.

Kyle joined CAPTRUST in 2013 as an advice and wellness wealth advisor within the firms Institutional Services Group. Kyle aims to provide quality advice, offering clients a clear overview of their retirement plan as well as the steps necessary to reach their goals.

Prior to joining CAPTRUST, Kyle held various roles at Northwestern Mutual, including financial representative, associate wealth management advisor, and investment coordinator. With this experience, he helped clients with a big-picture approach through both insurance and investments.

Outside of work, Kyle is an avid outdoorsman. He also enjoys spending time with his family and friends. Kyle holds a Bachelor of Arts degree in banking and finance from Northwood University.

Education

  • Bachelor of Arts degree in banking and finance from Northwood University

Resources

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