Kiley Juergens Wealth Management, LLC

Kiley Juergens Wealth Management, LLC (CRD# 151088) is a financial advisory firm headquartered in Olympia, WA. They manage $827,288,023 in 3,786 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    827
    MILLION
  • Total Number of Accounts
    3,786
    ACCOUNTS
  • Average Account Value
    $218,512
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, ID, LA, MN, NM, OR, TX, WA

Financial Advisors at Kiley Juergens Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Mark T. Boyer
CRD#: 5516829
2409 Pacific Ave Se, Olympia, WA 98501

Mark Boyer (CRD# 5516829) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 11 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.

2
Robert D. Heck
CRD#: 6244995
2409 Pacific Ave Se, Olympia, WA 98501

Robert Heck (CRD# 6244995) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 6 years of experience in the finance industry.

3
Timothy D. Hume
CRD#: 6901076
2409 Pacific Ave Se, Olympia, WA 98501

Timothy Hume (CRD# 6901076) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 2 years of experience in the finance industry.

4
Martin E. Juergens
CRD#: 4604990
Olympia, WA 98501
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.
5
John F. Kiley
CRD#: 2343432
2413 Pacific Ave. Se, Suite C, Olympia, WA 98501

John Kiley (CRD# 2343432) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 26 years of experience in the finance industry.

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