Kylie Rae Coenen
Investment adviser representative at Etf Model Solutions, LLC
11 yearsExperience
1 stateRegistered in
$18.1MFirm assets
11 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Etf Model Solutions, LLCAug 2026 to now
- Endowment Wealth ManagementJul 2026 to now
- Endowment Wealth ManagementMay 2024 to May 2026
- Wisconsin UnionAug 2023 to May 2024
- University of Wi MadisonSep 2022 to May 2026
- Integrity FiberApr 2020 to Aug 2023
- Freedom Area School DistrictSep 2015 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
Etf Model Solutions, LLC
$18.1MAssets managed
108Clients
11Advisers
11 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
- 8310454
- Firm CRD
- 168410