Advisor at Oldfield Wealth Partners — Bangor, ME
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
1 year
Location
Bangor, ME 04401
Oldfield Wealth Partners
Supported
Total advisors
4Clients per advisor
23 LowAvg AUM per client
$1,182,434 HighHNW client ratio
32% TypicalI love giving people peace of mind. Money doesn't have to be stressful or complicated if you have someone you trust handling it.
As a Wealth Planning Advisor at Oldfield Wealth Partners, Kyle works with individuals, families, and business owners to help them make thoughtful financial decisions with clarity and confidence. He believes sound planning starts with understanding what matters most to each client, and that the work is a long-term partnership rooted in trust and a real commitment to helping clients steward what they have built.
Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and brings a distinctive background to his role. With bachelor’s and master’s degrees in music education and performance, his years as a musician shaped a disciplined, patient approach and a habit of working carefully through complex problems. He enjoys helping clients understand where they stand today and make decisions that fit their goals and values.
Kyle lives in Hampden with his wife, Laurin, their son, Nolan, and their dog, Luna. Outside the office, he enjoys time with family, playing trumpet, and serving in his church’s worship ministry.
$0 - $999,999: 1.5% $1,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.0% $10,000,000+: Negotiable
Financial planning fixed fees of $2,500+
Bangor, ME
77 Exchange St., Suite 302
Bangor ME 04401
Advisors at this office
4
Maine
1 year of industry experience
Oldfield Wealth Partners
2026 - Present • 1 year
Bangor, ME
Ameritas Advisory Services, LLC
2025 - 2026 • 1 year
Lincoln, NE
Ameritas Investment Company, LLC
2024 - 2026 • 2 years
Lincoln, NE
Thompson Financial Group
2024 - 2026 • 2 years
Presque Isle, ME
Tinker Federal Credit Union
2024 - 2024 • 1 year
Oklahoma City, OK
Chick-fil-A
2021 - 2024 • 3 years
Oklahoma City, OK
Oklahoma City University
2019 - 2021 • 2 years
Oklahoma City, OK
Sherwin Williams
2018 - 2019 • 1 year
Raleigh, NC
Helen S. Dunn School
2018 - 2018 • 1 year
Greenbush, ME
University of Maine
2013 - 2017 • 4 years
Orono, ME
MSAD#1 School Farm
2013 - 2017 • 4 years
Presque Isle, ME
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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