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Kyle A. George

Kyle A. George

VP Wealth Advisor

CFP®

Tel: (608) 250-7203
Fax: (262) 619-8516
10 E. Doty Street, Suite 320
Madison, WI 53703
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Taking complex ideas and presenting them clearly and concisely.

As Vice President, Wealth Advisor, Kyle equips clients with tools to make sound financial decisions about retirement, saving and estate planning. Through a detailed approach to financial planning, Kyle’s goal is to help clients shoulder the burden of managing their financial life. With a strong passion for learning, Kyle is always excited to share his knowledge with clients.

Experience

  • Over ten years of experience in the financial services industry, including experience with lending and investments
  • Obtained his Bachelor of Arts in Economics and Philosophy from Augustana College – Rock Island, IL
  • Series 6, 7, 66, and 63 securities registrations, as well as Life, Health, and Annuity Insurance licenses
  • CERTIFIED FINANCIAL PLANNER™ professional

Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.

Ask Me About

  • Maximizing your investment's potential while managing risk
  • Planning for education expenses
  • Retirement and Financial Planning

Community Involvement

  • Contributing Writer at Goodman Community Center for East Side News
  • City of Madison Election Official
  • REAP Food Group Board Member
  • Serves on the Clean Lakes Alliance Finance and Advancement Committees

Advisor Insights

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  • In Minneapolis, we did our banking with a very large institution. There were no personal ties. When we came to Madison, we met with a Johnson Financial Group banker who knew our names and learned about our situation and our goals. We started with private banking and quickly added mortgage and wealth management. Many years later, when my job was eliminated, the Johnson Financial Group team was right there to work through financial scenarios, which gave us confidence in our next steps. We recommend the JFG team for anyone seeking financial expertise on a first-name basis.

    Kelly C.

    Private Banking and Wealth Client, Madison

  • What we had before, with a very large bank, was a purely transactional relationship. There, the basic wealth services were too templated, too cookie-cutter. But the concierge wealth services didn’t fit either— someone there told us, ‘You’re not really in my target audience but I’ll help you out.’ We don’t want either of those things. What we want is real partners watching out for us and that’s what we got at Johnson Financial Group. At JFG, we get advice from people who know us, designed for our wealth situation and our life stage.

    Lindsay F.

    Private Banking and Wealth Client, Madison

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