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Kyle Griffith, CFP®

Wealth Manager
Kyle serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. Prior to joining Creative Planning, Kyle worked for an independent investment advisory firm as a financial advisor. Kyle has spent his entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management. Kyle earned a Bachelor of Business Administration degree in finance, investment and banking from the University of Wisconsin-Madison. Kyle is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. Kyle and his wife, Lexi, live in downtown Chicago with their two “dog children,” Rolo and Bozzie. In his spare time, Kyle enjoys golfing, exercising, collecting wine and spending time with his friends and family.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe




Combined assets under management & advisement as of December 31, 2022