Kyle Dofelmier

Kyle Dofelmier: Email & Phone Number

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Sr. Manager- Wealth Advisor at Charles Schwab|Maple Valley, Washington, United States

Position:

Sr. Manager- Wealth Advisor at Charles Schwab

Location:

Maple Valley, Washington, United States

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Last updated: 2026-05-26
Updated: 2026-05-26

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Work Experience 19 years

Sr. Manager- Wealth Advisor at Charles Schwab

May 2025 - Current

Financial Consultant at Charles Schwab

Jul 2009 - May 2025

Financial Advisor at Merrill Lynch

Oct 2007 - Jul 2009

Kyle Dofelmier started working in 2007, then the employee has changed 1 company and 2 jobs. On average, Kyle Dofelmier works for one company for 6 years 3 months.

Kyle holds Certified Financial Planner (CFP), Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities, and Series 66 certifications.

Education

Bachelor of Science - BS at Central Washington University

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