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Kyle B

CFP®, Series 65

Hiawatha, IA

Arnold and Mote Wealth Management

Kyle Bakas is a financial advisor at Arnold and Mote Wealth Management with one year of industry experience. He holds the CFP® certification and the Series 65 license. Outside of advising, he serves as the Head Men's Soccer Coach at Coe College. Arnold and Mote Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. The firm employs a fee-only, commission-free fiduciary model and primarily uses passively managed index funds and ETFs within a strategic asset allocation framework.

General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning
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Matthew H

Series 65

Hiawatha, IA

Arnold and Mote Wealth Management

Matthew Hylland is a financial advisor at Arnold and Mote Wealth Management with 10 years of industry experience. He holds a Series 65 designation and previously worked at Hylland Capital Management, LLC, and the Department of Defense at Norfolk Naval Shipyard. Arnold and Mote Wealth Management serves individuals, trusts, estates, and small businesses, providing comprehensive financial planning and investment management through a four-advisor team. The firm emphasizes strategic asset allocation, global diversification, and low-cost passive investments, operating as a fee-only fiduciary with a flat annual fee model.

General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning
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Quinn A

Series 65

Hiawatha, IA

Arnold and Mote Wealth Management

Quinn Arnold is a financial advisor with Arnold and Mote Wealth Management in Hiawatha, IA, holding a Series 65 credential and nine years of industry experience. He previously worked at Willis Towers Watson from 2006 to 2018 and has been with Arnold Financial Planning since 2016. Arnold and Mote Wealth Management serves individuals, trusts, estates, and small businesses by providing comprehensive financial planning, investment management, and employer retirement account oversight. The firm employs a strategic asset allocation approach focused on global diversification, low-cost index funds and ETFs, and written investment plans, operating as a fee-only fiduciary with a flat annual fee model.

General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning
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Nicholas F

Series 65

Hiawatha, IA

Arnold and Mote Wealth Management

Nicholas Ford is a financial advisor at Arnold & Mote Wealth Management with five years of industry experience. He holds a Series 65 credential and has been with Arnold & Mote since 2020. Prior to his financial advisory career, he worked at Woodruff Construction for 17 years. Outside of advising, Ford serves as president and managing member of Dumars Properties LLC and is treasurer of Coovergroup LLC, a web design company. Arnold & Mote Wealth Management serves individuals, trusts, estates, and small businesses by providing comprehensive financial planning, investment management, and oversight of employer retirement accounts. The firm employs a fee-only fiduciary model, emphasizing strategic asset allocation, global diversification, low-cost passive funds, and written investment plans.

General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning
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