Morgan Stanley
47yrs
Top advisor by experience in Lisle
15yrs
Kyle Buffo
Financial advisor at Mission Wealth Management
Based in Lisle, Illinois, Kyle Buffo is a fiduciary financial advisor with 15 years of industry experience. Kyle joined Mission Wealth Management in 2026, after a year at LPL Financial and two years at Cadaret, Grant & CO.. Kyle holds the CFP® designation.
One of 222 advisors with offices in Lisle, and one of 212 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 64% of advisors at Mission Wealth Management
Office2441 Warrenville Rd Suite 320, Lisle, IL 60532
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.16 million
Advisors at the firm137
States licensed ?1 state
Services through Mission Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowMission Wealth Management, LPCurrent firm
- Feb 2025 – Mar 2026LPL Financial LLCPreviously
- May 2023 – Jan 2025Cadaret, Grant & CO., Inc.Previously
- Feb 2023 – May 2023Q3 Advisors, LLCPreviously
- Oct 2021 – Feb 2023Q3 Advisors, LLCPreviously
- Sep 2020 – Oct 2021Assetmark, Inc.Previously
- Feb 2018 – Oct 2018TC Wealth Partners, LLCPreviously
- Oct 2017 – Nov 2017Americana Financial Planning LLCPreviously
Earlier career (1 more)
- 2012 – 2016Trader Wealth Management, LLCPreviously
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 Kyle’s local office at (630) 473-6875 or the Mission Wealth Management main office at (805) 882-2360, and ask for Kyle Buffo.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2012, about 15 years. More experience than 64% of advisors at Mission Wealth Management.
What licenses does Kyle hold?
Series 63, Series 65. 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?
Mission Wealth Management 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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