David Thiele

David Thiele has built an esteemed career as a wealth manager, with an impressive tenure spanning nearly 25 years. He is dedicated to devising and implementing strategic financial plans that adhere strictly to legal and regulatory guidelines. His professional commitment is focused on providing top-notch service and advice, ensuring his clients achieve their financial aspirations with precision and trust.

Thiele's professional acumen encompasses various financial services, including wealth management, retirement solutions for individuals and corporations, and investment strategies like portfolio construction. He also specializes in business succession planning, educational, financial planning, executive financial services, philanthropy, and deep analysis of stock markets. He holds multiple licenses, including Series 24, 51, 52, 53, 7, and 66, along with a comprehensive insurance license, which qualifies him to manage a diverse array of financial instruments and client scenarios.

In an ambitious move in 2016, Thiele launched Kalyx Capital Management. His goal was to create a firm that not only meets but exceeds its clients' financial objectives through personalized and strategic planning. Under his leadership, Kalyx Capital Management commits to nurturing enduring relationships with clients founded on mutual trust and respect. The firm stands out for its bespoke approach to financial planning, ensuring no two client strategies are alike, focusing on meticulous planning, effective execution, and diligent follow-up.

Educational efforts are also a cornerstone of the firm's philosophy. Kalyx Capital Management strives to enlighten clients about the intricacies of financial products and investment strategies, making complex concepts accessible and understandable. They offer a broad range of financial services, including, but not limited to, IRAs, common stocks, treasury bills, annuities, and detailed planning for retirement, taxes, education, and estates.

Alongside his role at Kalyx, Thiele is also associated with OSAIC Wealth, a prominent wealth management provider. In this capacity, he tailors investment strategies to fit his client's specific needs and goals, employing his extensive knowledge to suggest suitable financial products and manage portfolios effectively.