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Kyle Greenwell

Advisor at Mass Mutual Investors Services

Updated today

Location

Paducah, KY

Credentials

CFP®, Series 63, Series 65

Industry experience

11 years

About

Kyle Greenwell is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and previously at METLIFE from 2015 to 2017. Beyond his advisory role, he is an independent insurance agent specializing in property and casualty, group life, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

Paducah, KY

Most active in

Kentucky · Texas

Work history

Mass Mutual Investors Services

2017 - Present (9 years)

Massachusetts Mutual LIfe Insurance Company

2016 - Present (10 years)

METLIFE

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Crystal J

Series 66

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Crystal Johnson is a financial advisor at Jennings & Associates Financial Advisors, LLC with three years of industry experience. She holds the Series 66 designation and has worked at Jennings & Associates since 2021, with prior experience at LPL Financial LLC and a background at Victoria's Secret. Outside of her advisory role, she is a licensed notary and owns a home-based business, JFR LLC. Jennings & Associates Financial Advisors is an SEC-registered advisory team serving primarily individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm manages approximately $208 million using a proprietary “GPS Method” that aligns client income goals with asset allocation strategies, combining fundamental, technical, and tactical analysis on an LPL Financial custodial platform.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Keith J

Series 66

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Keith Jennings is a financial advisor at Jennings & Associates Financial Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Keystone Financial Group, LLC and LPL Financial, LLC. Outside of his advisory work, Jennings is involved in authoring a book titled GPS Journal and participates in non-investment related training activities. Jennings & Associates Financial Advisors, LLC is an SEC-registered advisory team managing approximately $208 million for about 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm uses a proprietary “GPS Method” for investment decisions and offers discretionary portfolio management, financial planning, retirement plan consulting, and outsourced CFO services.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Kristin L

Series 63, Series 65

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Kristin Lynch is a financial advisor with Jennings & Associates Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Keystone Financial Group, LLC and LPL Financial, LLC. Outside of her advisory role, she writes a monthly column for The Vue Magazine, works as a fitness instructor, and serves as CEO of Keys with Kristin LLC, a life coaching business. Jennings & Associates Financial Advisors, LLC is an SEC-registered advisory team managing approximately $208 million for around 620 clients, primarily individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” for investment decisions and offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, and outsourced CFO services.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Miranda W

Series 63, Series 66

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Miranda Wood is a financial advisor at Jennings & Associates Financial Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Keystone Financial Group, LLC and LPL Financial, LLC. Wood serves as a for-profit board member on the supervisory committee of Signet Federal Credit Union. Jennings & Associates Financial Advisors is an SEC-registered advisory team managing approximately $208 million for around 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” to guide investment decisions and offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and outsourced CFO services.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Logan B

Series 65

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Logan Brown is a financial advisor at Jennings & Associates Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at McDonald's and Thoroughbred Research Group. Jennings & Associates Financial Advisors is an SEC-registered advisory team managing approximately $208 million for around 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” to guide investment decisions and offers services such as discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and outsourced CFO services.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Nicholas P

Series 63, Series 65

Paducah, KY

HighPoint Planning Partners

Nicholas Poe is a financial advisor with HighPoint Planning Partners in Paducah, KY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Keystone Financial Group, LPL Financial, and Jennings & Associates Financial Advisors. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pensions, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs individualized investment policies with a range of custodial and third-party solutions.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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