Best Investors Account Sign in

Kyle Daniel Bertsche

Monere Wealth Management, Inc.

Schaumburg, IL

Claim This Profile
Current Employers
Monere Wealth Management, Inc.

20 N. Martingale Road Suite 450, Schaumburg, IL 60173 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-06-17
  • IL RA
    APPROVED
    Since 2025-06-17

Branch Locations

20 N. Martingale Road Suite 450, Schaumburg, IL 60173 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Monere Investments, Inc. Schaumburg IL 03/2025 Present
Carecraft Inc Hanover Park IL 02/2024 03/2025
Nexa Mortgage Chandler AZ 07/2021 02/2024
Colorado Christian University Lakewood CO 02/2019 05/2021
Taylor University Upland IN 01/2018 05/2019
Southeastern University Lakeland FL 08/2017 12/2017
Wheaton Academy Wheaton IL 08/2013 05/2017
  • 03/2025 → Present
    Monere Investments, Inc.
    Schaumburg, IL
  • 02/2024 → 03/2025
    Carecraft Inc
    Hanover Park, IL
  • 07/2021 → 02/2024
    Nexa Mortgage
    Chandler, AZ
  • 02/2019 → 05/2021
    Colorado Christian University
    Lakewood, CO
  • 01/2018 → 05/2019
    Taylor University
    Upland, IN
  • 08/2017 → 12/2017
    Southeastern University
    Lakeland, FL
  • 08/2013 → 05/2017
    Wheaton Academy
    Wheaton, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-22
  • S66 Uniform Combined State Law Examination
    2024-10-22

View on SEC IAPD

Other Firms

COX FINANCIAL GROUP, LTD.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD EQUITY GROUP, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
MARINER INDEPENDENT
NAVARRO ASSET MANAGEMENT, LLC
ASCENTIS INDEPENDENT ADVISORS, LLC

Other Investors

JOHN HERMAN COX
MICHAEL MYLES HARLAN
GREGORY ALLAN KATZMAN
MICHAEL JUDE MASCIOPINTO
CLAIRE MARIE KENT
Michael E Burdick
GEOFFREY THOMAS WHARTON
PAUL PHILLIP KACZMARCZYK

Other Offices

COX FINANCIAL GROUP, LTD. · SCHAUMBURG, IL
CETERA INVESTMENT ADVISERS LLC · SCHAUMBURG, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Schaumburg, IL
WORLD EQUITY GROUP, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · SCHAUMBURG, IL
MARINER INDEPENDENT · Schaumburg, IL
NAVARRO ASSET MANAGEMENT, LLC · SCHAUMBURG, IL

More in Schaumburg, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor