Broker Check
Kyle P. Everett, QPFC

Kyle P. Everett, QPFC

Director | Financial Advisor

574-247-6849

574-247-6855

keverett@rwbaird.com

Kyle Everett is a Financial Advisor and Director with Baird. A graduate of Indiana University’s Kelley School of Business with a degree in Finance, Kyle began his career at Baird in 2007. He holds Series 7 and 66 licenses and has earned the Qualified Plan Financial Consultant (QPFC) designation from the American Society of Pension Professionals and Actuaries (ASPPA®).

As part of the Stscherban Everett Garwood Group, Kyle takes a disciplined, systematic approach to serving the full spectrum of wealth management needs for a select group of successful families and businesses across Northern Indiana and Southwestern Michigan. Drawing on his deep expertise and the broad capabilities of a world-class firm, he develops customized wealth strategies tailored to each client’s unique goals and circumstances.

In both 2023 and 2024, Kyle was named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list. He is also deeply involved in his community, currently serving as Vice President of the Board of Trustees for the South Bend Museum of Art, Treasurer and Board Member for the Fischoff National Chamber Music Association, and Advisory Council member and past Board President of the South Bend Symphony Orchestra. He is a graduate of Leadership South Bend/Mishawaka and was recognized as a Michiana Forty Under 40 honoree by the South Bend Regional Chamber of Commerce.

Kyle lives in South Bend, Indiana with his dog, Coco. Outside of work, he enjoys outdoor activities including running and biking.

1 Published on August 8, 2023. Rankings based on data as of March 31, 2023
2 Published on August 8, 2024. Rankings based on data as of March 31, 2024