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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Rolek Wealth Management LLC 1 year, 9 months Sep 2016 - Present
Arete Wealth Management LLC 1 month Mar 2016 - Apr 2016
Rolek Advisory LLC 1 year, 9 months Jul 2015 - Apr 2017
Access Advisors, LLC 4 months Mar 2015 - Jul 2015
Access Advisors, LLC 3 years, 6 months Dec 2014 - Present
Purshe Kaplan Sterling Investments 5 months Oct 2014 - Mar 2015
Mcadam LLC 5 months Oct 2014 - Mar 2015
Mcadam Financial Group 2 years, 9 months Jan 2012 - Oct 2014
Ing Financial Partners, Inc. 5 years, 3 months Jul 2009 - Oct 2014
Keystone Trading Group 7 months Nov 2008 - Jun 2009
Full Time Student 2 months Sep 2008 - Nov 2008
Valley Wide Property Management 4 months May 2008 - Sep 2008

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Kyle Rolek

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 2, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    May 2, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Rolek Retirement Strategies

Last updated on April 27, 2017
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
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      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees