Kyle Wick, CFP®, WMCP®, CLU®, ChFC®, RICP®, CAP® in

Kyle Wick, CFP®, WMCP®, CLU®, ChFC®, RICP®, CAP®

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Private Wealth Advisor + CFP® | Co-Founder at 22 One Advisors at Northwestern Mutual
📍 Dallas, Texas, United States

Kyle Wick is a Private Wealth Advisor and Co-Founder of 22 One Advisors with Northwestern Mutual, where he has worked since 2008. The University of Iowa alumnus holds multiple certifications, including CFP® and WMCP®, focusing on helping clients connect their financial plans with their personal values and legacy.

Kyle is married with three sons and is an avid University of Iowa Hawkeyes fan. He is actively involved with his church and local community organizations. In his free time, he enjoys being outdoors with his family.

During a semester studying abroad at Swansea University in the United Kingdom, Kyle traveled to 20 different European countries.

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Experience
16 Years
Current Role
Private Wealth Advisor + CFP® | Co-Founder at 22 One Advisors
Job Level
Leadership
Location
Dallas, Texas, 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

Values-Based Finance
His mission is to help clients connect "what's in their heart with what's on their balance sheet, " emphasizing the purpose behind wealth, not just its accumulation.
Legacy Planning
He focuses on helping clients create a net worth that carries a mission statement, fulfilling their legacy, calling, and name.
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Career

Work history

1-2011
Private Wealth Advisor + CFP® | Co-Founder at 22 One Advisors
Northwestern Mutual
8-2009 - 10-2011
Vice President - Loan Officer
Danville State Savings Bank
4-2008 - 12-2008
Financial Representative Intern
Northwestern Mutual
In the press

Media appearances

Kyle Phelps Wick, Co‑Founder and Private Wealth Advisor – Northwestern Mutual. Featured in Northwestern Mutual
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Education
2006 - 2009
Bachelor's Degree
University of Iowa
2009 - 2009
Iowa Regents Semester Abroad
Swansea University
Social presence
in
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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