Carly Jordan Sipe
Investment adviser representative at Kiley Juergens Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$2.2BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Kiley Juergens Wealth Management, LLCSep 2023 to now
- Osaic Wealth, IncOct 2023 to Apr 2026
- Koha HealthJul 2022 to Aug 2023
- SonamationNov 2021 to May 2022
- Eimagine and Orr FellowshipJul 2021 to Jun 2022
- UnemployedMay 2021 to Jul 2021
- Nekter Juice BarApr 2020 to Aug 2020
- University of DaytonAug 2019 to May 2021
- University of PortlandJun 2017 to Aug 2019
- Olympia High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Kiley Juergens Wealth Management, LLC
$2.2BAssets managed
3,070Clients
6Advisers
17 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
- 7804297
- Firm CRD
- 151088