Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Oklahoma
15yrs
Kyle Wright has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Tulsa, Oklahoma. Kyle has been with Creative Planning since 2019; before that, Kyle spent a year at Morgan Stanley and two years at Waddell & Reed. Creative Planning offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 835 advisors with offices in Tulsa, and one of 788 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 61% of advisors at Creative Planning
OfficeTulsa, OK
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?2 states
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowCreative PlanningCurrent firm
- Jun 2013 – Jun 2014Morgan StanleyPreviously
- Sep 2011 – May 2013Waddell & ReedPreviously
Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kyle
How do I contact Kyle?
Call Creative Planning at (866) 909-5148 and ask for Kyle Wright. Kyle works from the Tulsa, OK office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2011, about 15 years. More experience than 61% of advisors at Creative Planning.
What licenses does Kyle hold?
Series 66. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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