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Kyle J Rolek

Rolek Retirement Planning

Berwyn, PA

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Current Employers
Rolek Retirement Planning

1055 Westlakes Drive Suite 300, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-26
PA RA APPROVED 2016-10-19
  • TX RA
    APPROVED_RES
    Since 2024-04-26
  • PA RA
    APPROVED
    Since 2016-10-19

Branch Locations

1055 Westlakes Drive Suite 300, Berwyn, PA 19312 • 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
Rolek Advisory Llc Chicago IL 07/2015 04/2017
Rolek Wealth Management Llc Philadelphia PA 09/2016 Present
  • 07/2015 → 04/2017
    Rolek Advisory Llc
    Chicago, IL
  • 09/2016 → Present
    Rolek Wealth Management Llc
    Philadelphia, PA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-04
  • S66 Uniform Combined State Law Examination
    2009-09-04
Designations

View on SEC IAPD

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PRINCIPAL SECURITIES, INC.
CARNEGIE WEALTH MANAGEMENT, LLC
ARKADIOS WEALTH ADVISORS

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DEREK ALLEN LEMKE
JONATHAN D SMITH
ROSS BRIAN MULDOON

Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
TRINITY WEALTH MANAGEMENT, LLC · BERWYN, PA
MORGAN STANLEY · Berwyn, PA

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