Kyle Baune, CFP® in

Kyle Baune, CFP®

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Partner at Baune Financial
📍 Greater Minneapolis-St. Paul Area, United States

Kyle is a Partner and Private Wealth Advisor at Baune Financial, where he is also a founding partner. He holds the CERTIFIED FINANCIAL PLANNER™ certification and has a degree in Organizational Leadership. His team recently surpassed $1B in assets under management and was recognized by Forbes as a Best-In-State Wealth Management Team.

Outside of work, Kyle enjoys an active lifestyle with his wife and their four children. He is an avid sports fan and golfer who dedicates most of his weekends to coaching his children’s various sports teams, reflecting a deep commitment to his family and community.

His firm, Baune Financial, was named one of Forbes Best-In-State Wealth Management Teams for 2026.

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Experience
17 Years
Current Role
Partner
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

How Kyle shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kyle cares about

Financial Wellness
He actively promotes a "Financial Wellness Webinar Series" for clients and the community, covering topics like avoiding burnout and boosting happiness.
Client Trust
Views his firm's growth to over $1B AUM as definitive proof that clients trust his team to navigate complex financial decisions and life transitions.
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Career

Work history

10-2021
Partner
Baune Financial
6-2012
Private Wealth Advisor
Baune Financial
5-2009 - 5-2012
Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
B.A. Organizational Leadership & Economics
Metro State University
Entrepreneurship/Entrepreneurial Studies
Bemidji State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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