Kyle Holzum

As an Associate at Blattel & Associates, I create retirement plans and tax analysis. I run portfolio reports and research investment options to prepare for meetings and help craft financial strategies. You will most likely see me in your meetings providing advisory support as well. Helping others truly motivates me.

I have been in the financial services industry for 3 years. I began working at Blattel & Associates in November 2022 as an intern. In that position, I learned about the multiple areas of financial planning and client services that we offer. I completed my degree in Finance at Lindenwood University in 2024 and joined the firm full-time as a Paraplanner. I am currently studying to obtain industry licensing.

I am originally from the Columbia area, but now live in St. Charles. In my free time, I enjoy swimming, fishing, being outdoors, and spending quality time with my family, friends, and puppy.