Kyle Svetlik

Meet Kyle

Kyle is a Partner based in the Milwaukee, Wisconsin area. In his role, he leads our Wisconsin area offices with a focus on people, relationships, and long-term growth. He works closely with advisors to develop talent, support clients through important financial decisions, and build a strong, values-driven presence across the communities we serve. Kyle joined Mercer Advisors after serving as Regional Director for Annex Wealth Management for nearly three years and as Financial Representative for Country Financial for more than nine years. He began his career in financial services in 2012. Kyle earned a B.S. degree in finance from the University of Wisconsin at La Crosse. He is a CERTIFIED FINANCIAL PLANNER® professional.

Kyle’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Kyle has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Guiding clients through living in retirement with steady income and smart planning
Complexities of inherited wealth, from taxes to legacy
Concentrated stock positions that require strategic diversification and tax efficiency
For business owners, advice on selling your business to help maximize value — and plan what comes next

His working style

Kyle is a principled, deliberate decision‑maker guided by high standards and a strong sense of fiduciary responsibility. He focuses on doing what’s right — not just what sounds right — and serves as a trusted financial advocate for his clients.

Kyle in real life

What keeps you busy outside of work?

Outside of work, my time is centered on my family and staying connected to the greater Milwaukee community I call home.

What makes you tick?

I grew up in Fond du Lac, Wisconsin, where my dad owned a small business. It was an experiance that shaped my respect for hard work, responsibility, and earning trust over time.

Why do you like working at Mercer Advisors?

I value working at Mercer Advisors because of the firm’s structure, culture, fiduciary focus, and long-term approach, which align with how I believe advice should be delivered.

Kyle’s snapshots

Career highlights

Joined Mercer Advisors as Partner
Served as Regional Director at Annex Wealth Management for nearly three years
Served as Financial Representative at Country Financial for more than nine years
Began financial services career in 2012