Kiley Juergens Wealth Management, LLC

Kiley Juergens Wealth Management, LLC (CRD# 151088) is a financial advisory firm headquartered in Olympia, WA. They manage $247,924,422 in 1,780 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    1,780
    ACCOUNTS
  • Average Account Value
    $139,283
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, OR, TX, WA

Financial Advisors at Kiley Juergens Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Martin E. Juergens
CRD#: 4604990
2413 Pacific Ave. Se, Suite C, Olympia, WA 98501
98
Wealthminder
score
Martin Juergens (CRD# 4604990) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 13 years of experience in the finance industry.
2
Mark T. Boyer
CRD#: 5516829
2413 Pacific Avenue Se, Suite C, Olympia, WA 98501
96
Wealthminder
score

Mark Boyer (CRD# 5516829) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 9 years of experience in the finance industry. Mark Boyer 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.

3
John F. Kiley
CRD#: 2343432
2413 Pacific Ave. Se, Suite C, Olympia, WA 98501
93
Wealthminder
score

John Kiley (CRD# 2343432) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 24 years of experience in the finance industry.

4
Cynthia A. Strong
CRD#: 4628307
2413 Pacific Avenue Se, Suite C, Olympia, WA 98501
93
Wealthminder
score

Cynthia Strong (CRD# 4628307) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 14 years of experience in the finance industry.

5
Robert D. Heck
CRD#: 6244995
2413 Pacific Avenue Se, Suite C, Olympia, WA 98501
89
Wealthminder
score

Robert Heck (CRD# 6244995) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.