Rolek Retirement Planning

Rolek Retirement Planning (CRD# 285351) is a financial advisory firm headquartered in Berwyn, PA. They manage $108,106,392 in 426 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
https://www.linkedin.com/in/kyle-rolek-b7b5b836/
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $253,771
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at Rolek Retirement Planning
Showing 1 - 1 of 1 top financial advisors.
1
Kyle Rolek, financial advisor Berwyn PA
Kyle J. Rolek
CRD#: 5693355
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals