Kyle Daniel Bertsche

Employer firm

Monere Wealth Management, Inc. CRD 173076

$312M regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2024-10-22