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Kyle Redd

Advisor at Vertis Wealth, LLC

Updated today
Vertis Wealth, LLC logo

Firm

Vertis Wealth, LLC

Location

Chicago, IL 60611

Credentials

Series 65

Industry experience

3 years

About

Kyle Redd is a financial advisor at Vertis Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Trifound Advisory since 2022 and TriFound Financial since 2014. Outside of advisory services, he is also an insurance agent, offering insurance products and services to clients. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Client services

Based on Vertis Wealth, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Vertis Wealth, LLC

Options & derivatives strategies Active portfolio management Wealth management

Fee options

Percentage

$0 - $2,000,000: 0.95% annually for asset management services $2,000,001 - $4,000,000: 0.85% annually $4,000,001 - $6,000,000: 0.75% annually $6,000,001 - $10,000,000: 0.65% annually $10,000,001+: 0.50% annually

Commissions

Separate commission-based compensation for insurance products sold by investment adviser representatives acting as insurance agents

Other

Account minimum: $3,000 minimum annual fee Minimum fee: Minimum annual fee of $3,000 for asset management or assets under advisement services

Location

875 North Michigan Ave., Unit 3940

Chicago, IL 60611

Most active in

Florida · Michigan · Pennsylvania · Texas · Washington

Work history

Trifound Advisory

2022 - Present (4 years)

TriFound Financial

2014 - Present (12 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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Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
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Walter E

Series 63, Series 65

Glenview, IL

Echo Prudent Capital LLC

Options & derivatives strategies Passive / index investing Wealth management
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Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies Executive
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Brian W

Series 65

Chicago, IL

Bright Lantern Financial LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning

Brett W

CFP®

Brookfield, IL

Wysopal Wealth

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
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Michael C

Series 65

Chicago, IL

MJC Financial Fitness LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting
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