Kyle Rolek (CRD# 5693355) is an Investment Advisor Representative working at Rolek Retirement Planning in Berwyn, PA and has over 14 years of experience in the finance industry. Kyle Rolek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rolek Wealth Management LLC | Philadelphia, PA | Sep 2016 - Current | 7 |
| Rolek Advisory LLC | Chicago, IL | Jul 2015 - Apr 2017 | 1 |
| Arete Wealth Management LLC | Chicago, IL | Mar 2016 - Apr 2016 | < 1 |
| Access Advisors, LLC | New York, NY | Mar 2015 - Jul 2015 | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2014 - Mar 2015 | < 1 |
| Mcadam LLC | Chicago, IL | Oct 2014 - Mar 2015 | < 1 |
| Mcadam Financial Group | Philadelphia, PA | Jan 2012 - Oct 2014 | 2 |
| Ing Financial Partners, Inc. | Chicago, IL | Jul 2009 - Oct 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- PA
- TX
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts426ACCOUNTS
-
Average Account Value$253,771
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
PA, TX
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