linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kyle J Rolek

Rolek Retirement Planning

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kyle? Claim Your Profile

About Kyle J Rolek

Kyle Rolek is a financial advisor with Rolek Retirement Planning. Kyle has been in the financial services industry for over 10 years. Kyle specializes in financial planning, portfolio management for individuals, and educational seminars. Prior to joining Rolek Retirement Planning, Kyle was an advisor at Arete Wealth Management, LLC and PURSHE KAPLAN STERLING INVESTMENTS. Kyle is a Certified Financial Planner and holds a Series 66, Series 7, and Series 24 license.

Firm Information

Kyle Rolek is currently registered with Rolek Retirement Planning. Rolek Retirement Planning, located in Berwyn, PA, is an investment advisory firm specializing in retirement planning, financial planning, and portfolio management for individuals and high-net-worth clients. They offer educational seminars and publish periodicals to help their clients make informed financial decisions. The firm manages approximately $165,573,599 in regulatory assets under management.
Rolek Retirement Planning

1055 WESTLAKES DRIVE

BERWYN, PA 19312

$165.57M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kyle Rolek’s Registration & Firm History

PA

04/26/2024 - Present

Rolek Retirement Planning (BERWYN PA)

IL

03/15/2016 - 04/13/2016

ARETE WEALTH MANAGEMENT, LLC (Chicago IL)

IL

10/03/2014 - 03/09/2015

PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)

IL

08/19/2009 - 10/03/2014

VOYA FINANCIAL ADVISORS, INC. (CHICAGO IL)

Not sure if Kyle J Rolek is right for you?

Licenses & Designations

BOTH

Issued 09/04/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/2012

Series 24 - General Securities Principal Examination

BC

Issued 04/13/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle J Rolek.
Not sure if Kyle J Rolek is right for you?