Kyle Zake
If asked to write down the most impactful people you’ve known in life your list might include family, friends, or possibly a teacher. Kyle wakes up every morning with a single thought on his mind……. what can he do to be included on his client’s list? That single thought is the foundation of how he serves his clients.
Kyle Zake is a Financial Advisor who joined his current broker-dealer, now Equitable Advisors, in 2002. He has spent his entire career serving public sector employees who primarily work for schools and municipalities.
Since 2002, Kyle has demonstrated leadership within his firm and spent 8 years in the role of Vice President. The Vice President position allowed Kyle to recruit, coach, and mentor financial professionals while simultaneously continuing to serve his clients. Kyle views his tenure in the Vice President position as a great “season” and deeply meaningful. It provided Kyle unique perspective and experience on what it takes to build a truly effective organization.
Kyle holds FINRA Series 7, 66, and 24 securities registrations as well as health, life, and long-term care insurance licenses, including AR Insurance License #7362025 and CA Insurance License #0F52454.
Kyle has been presented with many achievement awards over his career and is most proud of being recognized as Top Management Leader (Nationally) during his tenure as Vice President and being recognized in the top 1% of all Equitable Advisors financial professionals.
Kyle presents to many school and municipal organizations throughout the State of Illinois on subjects related to financial planning, 403(b), and 457(b) plans.
Kyle is often called upon by Public School and Municipal Leaders as it relates to retirement planning, retirement plan design, and financial education programs for employees.
Kyle believes that serving his client’s needs is best done through goals based/comprehensive financial planning, ongoing communication, and with a team of dedicated advisors/staff. Kyle’s clients have goals and dreams that include children, grandchildren, or other passions that may require planning and attention over the course of generations. That’s why Kyle has put in place a team and organizational structure to help ensure client’s needs are never reliant on one single person.
Kyle’s mission is to understand your purpose then identify and implement tailored financial strategies that propel you towards this purpose. A commitment to providing continuous and outstanding service not only during life’s most joyful moments but also during life’s most challenging times will demonstrate his everlasting dedication to you. He is resolved to remain loyal to you and yours….to truly be a “Life Loyal Advisor”.
Community Involvement
Kyle has served on CCSD 181 and Hinsdale Central School Foundations.
Kyle is actively involved in school organizations including…
• Illinois Association of School Administrators (IASA)
• Illinois Association of School Business Officials (IASBO)
• Illinois Principal’s Association (IPA)
Kyle is actively involved in municipal organizations including…
• Illinois Government Finance Officers Association (IGFOA)
• Illinois City/County Management Association (ILCMA)
• Various regional Mayors and Managers Associations
Kyle has many charitable interests but based on life experiences has a passion for Lurie Children’s Hospital and Mayo Clinic.
Kyle and his wife live in the western suburbs with their three sons.
