Kyle J Rolek

Employer firm

Rolek Retirement Planning CRD 285351

$239M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 07/2015 → 04/2017
  Rolek Advisory Llc
  Chicago, IL
• 09/2016 → Present
  Rolek Wealth Management Llc
  Philadelphia, PA

Previous Registrations

• 2016-03-17 → 2016-04-13
  Arete Wealth Advisors, Llc
  Chicago, IL
  Chicago, IL
• 2015-04-21 → 2015-12-24
  Access Advisors, Llc
  Chicago, IL
• 2014-10-03 → 2015-03-30
  Mcadam Llc
  Chicago, IL
  Radnor, PA
• 2009-09-21 → 2014-10-03
  Voya Financial Advisors, Inc.
  Chicago, IL
  Philadelphia, PA

Other Businesses

Sells insurance products to retail clients appx 10% of his time during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-09-04

Designations

• Certified Financial Planner