Kyle J Rolek
Investment adviser representative at Rolek Retirement Planning
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$239.2MFirm assets
Are you Kyle J Rolek? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Rolek Retirement PlanningOct 2016 to now
- Rolek Wealth Management LLCSep 2016 to now
- Rolek Advisory LLCJul 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Rolek Retirement Planning
Legal name: Rolek Wealth Management LLC
$239.2MAssets managed
262Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5693355
- Firm CRD
- 285351