Kyle Hunt Wilke

Current Employers

Employment History

• 05/2026 → Present
  Xypn Sapphire
  Bozeman, MT
• 12/2015 → 06/2022
  Juetten Personal Financial Planning, Llc
  Bellingham, WA
• 01/2010 → 12/2016
  New Roots Consulting
  Seattle, WA
• 10/2015 → 12/2016
  New Roots Fund
  Seattle, WA
• 01/2010 → 05/2017
  Diocese Of Olympia
  Seattle, WA
• 09/2014 → 12/2016
  New Roots Fund
  Seattle, WA
• 01/2010 → 05/2017
  Refugee Resettlement Office
  Seattle, WA
• 05/2020 → Present
  Cgn Advisors, Llc
  Seahurst, WA
• 07/2022 → Present
  Equi Financial Planning
  Seattle, WA

Previous Registrations

• 2020-06-01 → 2026-07-02
  Cgn Advisors, Llc
  Manhattan, KS
  Seahurst, WA
  Normandy Park, WA
• 2016-09-19 → 2020-09-01
  Juetten Personal Financial Planning, Llc
  Bellingham, WA
  Normandy Park, WA

Other Businesses

(1) 2010-Present: New Roots Consulting/Not investment related/Seattle, WA/Consulting firm/Non-profit consulting firm/Owner & Consultant/Involves 10% or less each month, typically after traditional business hours.// (2) 2018-12-03 - Present: Author; co-authorship of book written with Steve Juetten and available for purchase on Amazon - No royalties earned from sales; Investment related: No; 2105 sw 170th st Normandy Park wa 98166; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; (3) 2025-07-01 - Present: Room Rental; Landlord; Renting one room from our home on Furnished Finders; Not Investment related; 2105 SW 170th St Normandy Park Washington 98166; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours:1; Percentage of total yearly compensation expected to be derived from the business: 4; Contact person: Alejandra Rodas Vasco.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-07

Designations

Other Names

• Kyle H Wilke