user avatar

Kyle M Greenwell

Advisor at Mass Mutual Investors Services — Paducah, KY

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

11 years

Location

Paducah, KY

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,118

Across 1,227 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Kyle Greenwell is a CFP®-certified financial advisor with 11 years of industry experience, currently with Mass Mutual Investors Services. He has worked at Mass Mutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following two years at METLIFE. Outside of his advisory role, he operates as 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 that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements supported by firm-approved software tools and a range of planning programs, including divorce planning and estate settlement services.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

See office

Paducah, KY

Paducah KY

Advisors at this office

1

Most active in

Kentucky · Texas

Work history

11 years of industry experience

Mass Mutual Investors Services

2017 - Present • 9 years

Franklin, TN

Massachusetts Mutual LIfe Insurance Company

2016 - Present • 10 years

Franklin, TN

METLIFE

2015 - 2017 • 2 years

Franklin, TN

Disclosures

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

Business activities & affiliations

user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

Logan B

Series 65

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Logan Brown is a Series 65-licensed advisor at Jennings & Associates Financial Advisors, LLC with five years of experience, including roles at LPL Financial and Jennings & Associates since 2021. Before entering the financial services industry, he worked at McDonald's and Graves County High School. Jennings & Associates Financial Advisors is an SEC-registered firm managing approximately $240 million for around 680 clients, including individuals, high-net-worth clients, and various entities. The firm uses a proprietary "GPS Method" combining fundamental, technical, and tactical analysis to guide portfolio construction and offers comprehensive financial and retirement-plan services.

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

Dalton C

Series 63, Series 65

Paducah, KY

MRA Advisory Group

Dalton Chandler II is a financial advisor at MRA Advisory Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Niagara International Capital Limited and Ameriprise Financial Services, Inc. Chandler has been with MRA Advisory Group since 2017. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving both retail and high-net-worth clients. The firm employs risk-based model portfolios reviewed by an Investment Committee and offers investment solutions including Biblically Responsible Investing, alternative investments, and private equity for eligible clients.

General retirement planning Retirement income strategy Life insurance needs analysis
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)